What are the responsibilities and job description for the Financial Services Professional position at Primerica?
Company Description
Primerica is a leading provider of financial products and services in North America, with over 2,800 corporate employees supporting more than 151,000 licensed independent representatives. Founded 48 years ago, Primerica is publicly traded on the New York Stock Exchange under the symbol "PRI". Headquartered in Duluth, GA, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam, focusing on serving the needs of middle-income families. Primerica provides opportunities for entrepreneurial-minded individuals to build their own financial services business.
Role Description
This is a part-time remote role for a Financial Services Professional. The Financial Services Professional will be responsible for financial planning, retirement planning, and providing financial services to clients. Day-to-day tasks may include conducting financial assessments, advising clients on financial products, and developing personalized financial strategies. The role emphasizes strong communication skills and the ability to explain complex financial concepts to clients in an easy-to-understand manner.
Qualifications
- Financial Planning, Retirement Planning, and Finance skills
- Experience and knowledge in Financial Services
- Strong Communication skills
- Ability to work independently and remotely
- Excellent interpersonal skills