Remote Workers for Financial Firm

Company DescriptionPrimerica Financial Services is a leading financial services company dedicated to helping middle-income families across North America achieve financial security. With a strong presence in the U.S. and Canada, the company offers financial education and essential products such as term life insurance and mutual funds. At the core of Primerica’s mission is empowering families with the knowledge and tools needed to make informed financial decisions. By providing personalized strategies, the organization supports long-term financial goals and delivers real value and peace of mind to its clients. Primerica is committed to an education-first approach, ensuring clients understand their financial options and how to build a solid financial future.Role DescriptionThis is a part-time or full-time position for remote workers. In this role, team members will assist clients by providing financial education and expert guidance to develop personalized financial plans. Responsibilities include scheduling and conducting client consultations, explaining financial products and their benefits, and identifying opportunities for financial growth and protection. Team members will also engage in documentation, client follow-ups, and ongoing professional development to stay updated on industry standards.QualificationsNO Experience NecessaryWe provide all necessary training and licensingStrong communication and interpersonal skills to effectively assess and meet client needsWillingness to learnOrganizational and time management skills to manage client interactions and responsibilities effectivelyCustomer service skills and the ability to build and maintain client relationshipsSelf-motivation, goal-orientation, and a commitment to ongoing professional development