[Remote] Financial Services Professional

Note: The job is a remote job and is open to candidates in USA. Primerica is hiring a Financial Services Professional as a work-from-home independent contractor. The role helps clients assess financial goals, receive financial education, and implement suitable strategies while maintaining client relationships and conducting outreach.

Responsibilities

• The Financial Services Professional will meet with clients to assess their financial goals and needs, provide financial education, and recommend appropriate solutions across areas such as income protection, savings, and retirement
• Daily activities include developing and presenting customized financial strategies, explaining product options, and assisting clients with applications and plan implementation
• The role involves maintaining ongoing client relationships, monitoring progress toward financial objectives, and conducting periodic reviews and updates
• The Financial Services Professional will also participate in local outreach, network with potential clients, and collaborate with team members to ensure high-quality service and compliance with regulatory standards

Skills

• Candidates should possess strong Communication skills to clearly explain financial concepts and build trusting client relationships
• Relevant skills such as client relationship management, analytical thinking, and attention to detail are beneficial
• Ability to work remotely with the proper to collaborate with diverse clients, and maintain high ethical standards
• Licensing or willingness to obtain required state and industry licenses (e.g., life insurance, securities) is preferred
• Previous experience in financial services, banking, or sales is an advantage but not required

Benefits

• Work-from-home (WFH) arrangement

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