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Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company’s more than 2,800 corporate employees support over 151,000 licensed independent representatives who deliver financial education and solutions to clients. Founded 49 years ago, Primerica is publicly traded on the New York Stock Exchange under the symbol “PRI,” offering applicants the stability of an established organization. Primerica focuses on serving the needs of middle-income families through term life insurance, mutual funds, annuities, managed investments, and mortgages. The company also provides entrepreneurial-minded individuals with the opportunity to build their own financial services business, with more information available at www.primericabusinessopportunity.com.
Role Description This part-time remote Representative role focuses on helping clients understand and select appropriate financial products and services for their individual needs. Day-to-day responsibilities include conducting virtual client consultations, gathering and analyzing basic financial information, and explaining Primerica’s offerings in clear, accessible terms. Representatives support clients with term life insurance, investments, and other solutions while following company guidelines and regulatory requirements. The role also involves prospecting and networking to build a client base, scheduling appointments, maintaining accurate records, and collaborating with mentors and team members for ongoing training and support. Individuals in this position may also explore building their own financial services practice within Primerica’s business opportunity framework.
Qualifications
* Strong client service and communication skills, including the ability to present financial concepts in a clear and relatable manner.
* Comfort with remote work tools and basic digital proficiency to conduct virtual meetings and manage client information securely.
* Organizational and time-management skills to balance part-time hours with prospecting, client follow-ups, and training activities.
* Interest in personal finance, financial education, and helping middle-income families improve their financial well-being.
* Ability to learn and adhere to compliance, ethical standards, and regulatory requirements related to financial services.
* Self-motivated, entrepreneurial mindset with the desire to grow a client base and potentially build an independent practice.
* High school diploma or equivalent required; additional education or previous experience in sales, customer service, or finance is beneficial.
* Willingness to pursue and maintain any applicable state or provincial licenses as required for offering financial products.