What are the responsibilities and job description for the Licensed Financial Consultant position at Primerica?
Company Description
Primerica is a leading provider of financial products and services across North America, committed to empowering middle-income families through financial education and solutions. With a strong presence since its founding 48 years ago, Primerica supports over 151,000 licensed independent representatives and is listed on the New York Stock Exchange (NYSE: PRI). Headquartered in Duluth, GA, Primerica offers products such as term life insurance, mutual funds, annuities, and mortgages. The company also provides entrepreneurial opportunities for individuals to establish their own financial services businesses. Primerica operates in the U.S., Canada, Puerto Rico, and Guam, with a mission to help families achieve financial security and prepare for the future.
Role Description
This is a full-time on-site role for a Business Consultant located in Ruston, LA. The Business Consultant will focus on providing expert advice to clients to help them achieve their financial goals. Responsibilities include analyzing financial situations, offering tailored solutions, supporting the management of client accounts, and communicating effectively with clients to deliver financial education and recommendations. Assisting in business development efforts and maintaining strong client relationships are central to this role.
Qualifications
Primerica is a leading provider of financial products and services across North America, committed to empowering middle-income families through financial education and solutions. With a strong presence since its founding 48 years ago, Primerica supports over 151,000 licensed independent representatives and is listed on the New York Stock Exchange (NYSE: PRI). Headquartered in Duluth, GA, Primerica offers products such as term life insurance, mutual funds, annuities, and mortgages. The company also provides entrepreneurial opportunities for individuals to establish their own financial services businesses. Primerica operates in the U.S., Canada, Puerto Rico, and Guam, with a mission to help families achieve financial security and prepare for the future.
Role Description
This is a full-time on-site role for a Business Consultant located in Ruston, LA. The Business Consultant will focus on providing expert advice to clients to help them achieve their financial goals. Responsibilities include analyzing financial situations, offering tailored solutions, supporting the management of client accounts, and communicating effectively with clients to deliver financial education and recommendations. Assisting in business development efforts and maintaining strong client relationships are central to this role.
Qualifications
- Strong Analytical Skills for financial analysis and strategic problem-solving
- Experience in Consulting and Management Consulting roles
- Excellent Communication skills for client engagement and financial education
- Knowledge of Finance principles and financial products
- Bachelor's degree in Finance, Business, Economics, or related field
- Ability to work collaboratively and maintain strong client relationships
- Experience in financial planning or financial services is a plus