What are the responsibilities and job description for the Financial Representative position at Primerica?
Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company is supported by over 2,800 corporate employees and more than 151,000 licensed independent representatives who deliver financial education and solutions to clients. Founded 49 years ago, Primerica is publicly traded on the New York Stock Exchange under the symbol “PRI,” offering stability and long-term presence in the financial services industry. Primerica focuses on serving middle-income families with term life insurance, mutual funds, annuities, managed investments, and mortgages. The company also provides entrepreneurial-minded individuals with opportunities to build their own financial services business.
Role Description This is a part-time, on-site Financial Representative role based in Rockville, MD. The Financial Representative will meet with clients to assess their financial needs, provide financial education, and recommend appropriate solutions such as term life insurance, investments, and retirement planning strategies. Daily activities include conducting client consultations, preparing financial illustrations, following up on leads and referrals, and maintaining accurate client records. The role involves staying informed about company products, industry trends, and regulatory requirements, as well as participating in training and development sessions. The Financial Representative will work collaboratively with the local office team to support business growth and deliver an excellent client experience.
Qualifications
Role Description This is a part-time, on-site Financial Representative role based in Rockville, MD. The Financial Representative will meet with clients to assess their financial needs, provide financial education, and recommend appropriate solutions such as term life insurance, investments, and retirement planning strategies. Daily activities include conducting client consultations, preparing financial illustrations, following up on leads and referrals, and maintaining accurate client records. The role involves staying informed about company products, industry trends, and regulatory requirements, as well as participating in training and development sessions. The Financial Representative will work collaboratively with the local office team to support business growth and deliver an excellent client experience.
Qualifications
- Knowledge and skills in Finance and Financial Planning to analyze client needs and develop tailored strategies.
- Understanding of Investments and Retirement Planning to help clients build long-term financial security.
- Experience or interest in Insurance, especially term life insurance, to provide appropriate coverage recommendations.
- Strong communication, interpersonal, and client relationship-building skills.
- Ability to work part-time on-site in Rockville, MD, with a high level of professionalism and integrity.
- Comfort with learning financial concepts, products, and regulatory requirements; relevant licenses are a plus or may be obtained after hire.
- Self-motivated, goal-oriented mindset with an interest in entrepreneurship and business development.
- High school diploma required; college coursework or degree in finance, business, or a related field is beneficial.