Financial Services Consultant

Company Description

Primerica is a leading provider of financial products and services in North America, with a focus on serving the needs of middle-income families. The company offers solutions such as term life insurance, mutual funds, annuities, and mortgages, while providing financial education to empower clients to achieve financial security. With over 151,000 licensed independent representatives supported by 2,800 corporate employees, Primerica operates across the U.S., Canada, Puerto Rico, and Guam. Founded 48 years ago, Primerica is publicly traded on the New York Stock Exchange under the symbol "PRI," and is headquartered in Duluth, GA. The company also offers entrepreneurial-minded individuals the opportunity to build their own financial services business.

Role Description

This is a part-time hybrid role for a Financial Services Consultant based in Chantilly, VA, with some work-from-home flexibility. In this position, you will provide financial education and consult with clients to identify their financial needs, offering tailored solutions including insurance and investment products. Day-to-day tasks will include analyzing financial data, educating clients on financial strategies, and helping them develop actionable plans to meet their goals. You will also develop and maintain strong client relationships and provide ongoing support to address evolving financial needs.

Qualifications

• Proficiency in Finance, Financial Services, and Consulting
• Strong Analytical Skills for evaluating financial data and developing customized solutions
• Excellent Communication skills to explain complex concepts and establish strong client relationships
• Ability to work independently and in a hybrid work environment
• Prior experience in a financial services or consulting role is a plus
• Relevant certifications in financial planning or services are advantageous
• Bachelor’s degree in Finance, Business, Economics, or a related field preferred