[Remote] Financial Advisor

Note: The job is a remote job and is open to candidates in USA. Primerica is hiring a Financial Advisor to help clients improve their financial well-being. The role involves assessing clients’ finances, recommending tailored protection, savings, retirement, and investment strategies, supporting implementation, and maintaining client relationships while building a client base.

Responsibilities

• Meeting with clients (virtually or by phone), assessing their current financial situation, and developing tailored strategies for protection, savings, retirement, and investment needs
• Explain Primerica’s products and services in clear, accessible terms, prepare and present financial recommendations, and support clients in implementing their chosen solutions
• Maintaining ongoing relationships to review plans, monitor progress toward goals, and adjust strategies as needed
• Stay informed about market trends and product updates while building and growing their own client base in alignment with Primerica’s business model

Skills

• Strong client relationship management, interpersonal communication, and ethical judgment in all advisory activities
• Ability to work independently in a remote environment, manage time effectively, and build a sustainable book of business
• Relevant licenses or willingness to obtain required financial and insurance licenses, in accordance with regulatory and company standards
• Background in finance, economics, business, or related field
• Prior experience in financial services or sales

Benefits

• Remote position
• Education provided
• Means to get your licensure
• Strong team to support you
• 100% commission-based
• Independent representative status if approved

Company Overview