[Remote] Financial Services Consultant, Agency Builder

Note: The job is a remote job and is open to candidates in USA. Primerica Financial Services is a financial services company that helps middle-income families build more secure financial futures through financial education and access to insurance, investment, and other financial products. The Financial Services Consultant, Agency Builder meets with clients to assess needs, explain financial concepts, recommend solutions, develop personalized strategies, and maintain consultation records, while also recruiting and mentoring team members.


Responsibilities

  • Meets with individuals and families to assess their financial needs, explain core financial concepts, and recommend appropriate solutions such as Insurance and Investment Products., including Real Estate Mortgages
  • Developing and presenting personalized financial strategies, following up with clients, and maintaining accurate records of consultations and recommendations
  • Identifies, recruits, and mentors new team members, supporting their licensing, training, and performance development
  • Collaboration with local leadership, participation in ongoing training, and adherence to regulatory and company compliance standards

Skills

  • Candidates should possess strong Analytical Skills to evaluate client needs, interpret financial data, and develop appropriate strategies
  • Candidates should possess knowledge in Finance and Financial Services to understand core products, market concepts, and regulatory requirements
  • Candidates should possess Consulting skills to deliver client-focused guidance, present solutions clearly, and build long-term relationships
  • Candidates should possess excellent Communication skills, both written and verbal, to explain complex topics in simple terms and engage diverse clients
  • Relevant qualifications such as a high school diploma or equivalent are required
  • College coursework or a degree in business, finance, or a related field is beneficial
  • Demonstrated ability to work in a goal-oriented environment, with time management, organization, and teamwork skills
  • State-appropriate insurance and/or investment licenses (or willingness to obtain them with company support) are highly beneficial
  • Comfort with client-facing work, networking, and community outreach; prior sales or customer service experience is an advantage

Benefits

  • Remote position based in Palm Coast, FL
  • Company support to obtain state-appropriate insurance and/or investment licenses
  • Ongoing training
  • Licensing, training, and performance development support for new team members

Company Overview

  • Primerica Financial Services is a leading financial services company committed to helping middle-income families across North America build a more secure financial future. It was founded in 1977, and is headquartered in Duluth, Georgia, US, with a workforce of 10001+ employees. Its website is https://www.primericacanada.ca/.

  • Back to blog

    Other Jobs To Apply

    Senior Digital Graphic Designer Remote 12-14 Week Contract Job at Icreatives in Washington

    IT Change, Problem & CMDB Specialist

    [Remote] Project Manager (Information Technology)

    (Remote) Project Manager - Professional Services

    Category Ops Excellence: Materials & Lean Six Sigma

    Director, Agile Program & Roadmap Governance

    Senior Product Manager - Remote Video Monitoring

    Remote Client Portfolio Manager

    [Remote] Service Delivery Management Consultant 3- Support

    Ecommerce Specialist; Remote

    Supplier Relationship Manager - Remote

    MRO & Procurement Manager

    Remote Management Consultant (Strategy & Operations)

    Remote COO AI Operations for Health Equity

    Vice President of Operations - EMS Division (1153947)

    Remote Scrum Master: Agile Coach for Modernization Delivery

    Product Owner, Technical - AI Neobank

    Application Product Manager

    Technical Recruiter-Trainee (Volunteering Role -Unpaid Opportunity)

    Managing Director - Leadership & Assessment

    Senior Healthcare Recruiter - Remote

    HR Consultant - Remote (DC, Northern Virginia or Maryland)

    Rehab Staffing Coordinator at Fairview Health Services: 100% Remote (Shoreview, MN)

    Remote Customer Service - Benefits Specialist (50k-90k per year)

    Lead Compensation Analyst

    Manager, Performance and Test Engineering at BambooHR: 100% Remote (UT)

    HRIS Analyst, People Technology – Remote

    Marketing & Design Sourcer

    [Remote] Learning Development, Operations - Remote

    VP of Talent & People Operations

    Human Resource Specialist - Freelance AI Trainer Project

    People Operations Partner

    [Remote] Experienced Operations Recruiter - Remote

    Forensic Accountant, Manager/Partner

    Senior Analyst, Revenue Recovery

    Senior Technical SEO Manager

    Remote Entry-Level Bookkeeper (QuickBooks Train...

    Head of Finance: Strategic Treasury for Crypto Growth

    Remote Quantitative Analyst; Finance

    Senior Project Manager EPM (m/f/d) Project-based engagement

    Financial Advisor (Remote | )

    AU Mortgage Senior End-to-End Credit Analyst (WFH) | ZR_1327_JOB

    Salesforce Business Administrator - remote

    Senior Serverless Spark Migration Engineer

    Senior Tableau Developer (REMOTE)

    Digital Solutions Architect- GeoSCADA (Remote on W2)

    Remote Full-Stack Engineer (Web3-DeFi)

    Android Engineer Remote R

    Remote Shopify Web Developer

    Tier 3 Service Desk Technician