What are the responsibilities and job description for the Remote Advisor position at Primerica?
Primerica, headquartered in Duluth, GA, is a leading provider of financial products and services across North America. With nearly five decades of experience, the company supports over 151,000 licensed independent representatives in delivering financial education and tailored financial solutions to middle-income families. Primerica specializes in products such as term life insurance, mutual funds, annuities, managed investments, and mortgages. As a publicly traded company on the New York Stock Exchange (NYSE: PRI), Primerica also provides entrepreneurial opportunities for individuals to build their own financial services businesses.
Primerica is seeking a Remote Advisor for a part-time, hybrid role based in White Plains, NY, with flexibility to work from home. The Remote Advisor will be responsible for providing financial education to clients, advising on suitable financial solutions, and supporting clients in making informed financial decisions. Additional duties include maintaining client relationships, staying up-to-date on financial products and trends, and supporting financial planning efforts that align with client goals.
- Strong communication, interpersonal, and relationship-building skills
- Knowledge of financial products such as life insurance, mutual funds, and annuities
- Analytical and problem-solving skills, with the ability to offer practical financial advice
- Self-motivated and capable of working independently in a hybrid environment
- Experience in financial services or a related field is a plus
- Licensing for financial products or willingness to obtain appropriate licenses
- Bachelor's degree in Finance, Business Administration, or a relevant field preferred