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, headquartered in Duluth, GA. The company supports more than 151,000 licensed independent representatives through a team of over 2,800 corporate employees and has been in business for 49 years. Primerica focuses on serving middle-income families with solutions including term life insurance, mutual funds, annuities, managed investments, and mortgages. As a publicly traded company on the New York Stock Exchange (NYSE: PRI), Primerica offers a stable, growth-oriented environment and provides entrepreneurial individuals with opportunities to build their own financial services business.
Role Description The Financial Services Professional is a part-time or full-time, remote role. This role involves passing a background check and getting licensed by your residential stare. You will be meeting with clients to assess their financial goals, educating them on financial concepts, and recommending appropriate products and strategies. Daily responsibilities include developing and reviewing financial plans, supporting retirement and investment planning, maintaining accurate client records, and ensuring compliance with regulatory and company standards. The position also requires building long-term client relationships, participating in training and development programs, and collaborating with team members to support business growth.
Qualifications
Role Description The Financial Services Professional is a part-time or full-time, remote role. This role involves passing a background check and getting licensed by your residential stare. You will be meeting with clients to assess their financial goals, educating them on financial concepts, and recommending appropriate products and strategies. Daily responsibilities include developing and reviewing financial plans, supporting retirement and investment planning, maintaining accurate client records, and ensuring compliance with regulatory and company standards. The position also requires building long-term client relationships, participating in training and development programs, and collaborating with team members to support business growth.
Qualifications
- Strong knowledge of Financial Planning and Retirement Planning, with the ability to analyze client needs and recommend suitable strategies.
- Foundational understanding of Finance and Financial Services, including key products such as insurance, investments, and debt solutions.
- Excellent Communication skills, including the ability to explain financial concepts clearly and build trust with diverse clients.
- Relevant licenses or willingness to obtain required state and federal licenses (e.g., life insurance, securities), as applicable.
- Previous experience in financial services, sales, or client-facing roles is beneficial.
- Strong ethical standards, attention to detail, and commitment to regulatory compliance.
- Ability to work on-site in Rochester, NY, manage a schedule that may include some evening or weekend client meetings, and maintain professional conduct.
- Associate or bachelor’s degree in finance, business, economics, or a related field is preferred but not required.