[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
