Primerica

Company Description

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Role Description

This is a part-time remote role with Primerica at Financial Services, Inc. As part of this role, you will be responsible for consulting with clients to assess their financial needs and offering customized financial solutions. Typical responsibilities include creating financial plans, assisting with investment opportunities, providing insurance options, and educating clients on financial literacy. Effective communication and a commitment to delivering excellent customer service are key to success in this role.

Qualifications

• Financial consulting, investment planning, and insurance services skills
• Customer relationship management and strong interpersonal skills
• Ability to create financial plans and explain financial concepts in an easy-to-understand manner
• Proficiency with digital tools and software for financial planning and client communication
• Strong problem-solving and analytical skills
• Flexibility and ability to work remotely with minimal supervision
• Prior experience in financial services, banking, or related fields is a plus
• Certification in financial planning or similar is preferred but not required