Financial Services Representative

Company Description

Primerica Financial Services is a leading financial services company focused on helping middle-income families across the U.S. and Canada build a more secure financial future. The organization provides clear financial education and access to essential products such as term life insurance and mutual funds tailored to the needs of hardworking households. Primerica emphasizes an education-first approach, ensuring clients understand how money works and what options are available before making decisions. Licensed representatives collaborate closely with clients to create personalized plans that offer financial protection today and growth opportunities for tomorrow. The company is dedicated to delivering real value and long-term financial peace of mind for the families it serves. Role Description The Financial Services Representative is an individual business agreement (IBA), remote role responsible for providing financial guidance and product recommendations to clients, with a strong emphasis on education and relationship-building. Day-to-day responsibilities include meeting with clients virtually (or in-person), assessing their financial needs. The role involves presenting Primerica’s financial solutions, including term life insurance and investment products, and helping clients develop customized strategies aligned with their goals. Representatives are expected to follow compliance standards, maintain accurate records, complete required licensing and training, and proactively support clients through ongoing reviews and service. This role offers flexibility while requiring self-motivation, professionalism, and a commitment to serving middle-income families.

Qualifications

Candidates should have high interest in obtaining strong knowledge of Finance and Financial Services, including basic financial planning principles and how they apply to middle-income households. Candidates should possess excellent Customer Service skills, including active listening, clear communication, and the ability to build trust and maintain long-term client relationships. Candidates should possess or be willing to obtain relevant state/provincial licenses (e.g., life insurance, securities where applicable), and demonstrate strong ethics and regulatory compliance. Additional beneficial qualifications include prior experience in sales, comfort with remote work technologies, goal-oriented and entrepreneurial mindset, and the ability to work independently while meeting performance expectations.