What are the responsibilities and job description for the Financial Representative position at Primerica?
Company Description
Primerica is a respected leader in financial products and services, serving middle-income families across North America. With over 2,800 corporate employees and 151,000 licensed independent representatives, Primerica is dedicated to providing financial education and offering a range of services, including term life insurance, mutual funds, annuities, and mortgages. Founded 48 years ago, Primerica is publicly traded on the New York Stock Exchange under the symbol "PRI." Headquartered in Duluth, GA, the company operates throughout the U.S., Canada, Puerto Rico, and Guam, with a mission to help families achieve financial security and prepare for their future.
Role Description
This is a hybrid Financial Educator role based out of Modesto, CA, with flexibility for some remote work. This is a part-time position focused on providing financial education to individuals and families. Responsibilities include planning and conducting financial education lessons, training clients on personal finance topics, facilitating workshops, and effectively communicating financial principles to diverse groups. The role also involves supporting clients in gaining financial knowledge to better secure their financial future.
Qualifications
Primerica is a respected leader in financial products and services, serving middle-income families across North America. With over 2,800 corporate employees and 151,000 licensed independent representatives, Primerica is dedicated to providing financial education and offering a range of services, including term life insurance, mutual funds, annuities, and mortgages. Founded 48 years ago, Primerica is publicly traded on the New York Stock Exchange under the symbol "PRI." Headquartered in Duluth, GA, the company operates throughout the U.S., Canada, Puerto Rico, and Guam, with a mission to help families achieve financial security and prepare for their future.
Role Description
This is a hybrid Financial Educator role based out of Modesto, CA, with flexibility for some remote work. This is a part-time position focused on providing financial education to individuals and families. Responsibilities include planning and conducting financial education lessons, training clients on personal finance topics, facilitating workshops, and effectively communicating financial principles to diverse groups. The role also involves supporting clients in gaining financial knowledge to better secure their financial future.
Qualifications
- Strong skills in Lesson Planning and curriculum development for financial education settings
- Background in Education, Teaching, or Training with the ability to make complex financial concepts easy to understand
- Excellent Communication skills to effectively engage with clients and present information clearly
- Ability to work both independently and collaboratively in a hybrid work environment
- Experience in financial services or personal finance is an advantage
- Passion for empowering others through knowledge and a desire to help individuals achieve financial stability