What are the responsibilities and job description for the Financial Services Consultant position at Primerica?
Company Description
Primerica is a leading financial services company with over 46 years of experience, serving middle-income families in North America. With more than 135,000 licensed independent representatives, Primerica offers financial education and products such as term life insurance, mutual funds, annuities, mortgages, and senior health. The company provides individuals the opportunity to build their own financial services business through entrepreneurial endeavors. Operating throughout the U.S., Canada, Puerto Rico, and Guam, Primerica believes in making financial security achievable for everyone.
Role Description
This is a part-time remote role for a Financial Services Consultant at Primerica. The Financial Services Consultant will be responsible for providing financial advice, consulting services, and assisting clients with financial products and services. Day-to-day tasks include analyzing financial data, offering financial guidance, and communicating effectively with clients to help them achieve their financial goals.
Qualifications
- Analytical Skills and Finance expertise
- Experience in Financial Services and Consulting
- Strong Communication skills
- Ability to analyze and interpret financial information
- Detail-oriented and organized
- Knowledge of financial products and services
- Relevant certifications (e.g., CFP, CPA) are a plus
- Bachelor's degree in Finance, Economics, Business, or related field (Not required will TRAIN)
