Financial Representative

About the Role

Primerica is seeking a Financial Representative for a full-time, hybrid position based in Atlanta, GA. This role offers flexibility with some work-from-home activities.

Key Responsibilities

• Meet with clients to assess their financial goals.
• Provide financial education.
• Recommend appropriate products and strategies.
• Develop personalized financial plans.
• Discuss insurance and investment options.
• Support clients with retirement and long-term planning decisions.
• Maintain client relationships and conduct follow-up meetings.
• Stay current on financial products and regulatory requirements.
• Collaborate with team members and leadership to support business growth.

Requirements & Tech Stack

• Financial Planning
• Retirement Planning
• Insurance products and principles
• Finance and Investments
• Effective communication and interpersonal skills
• Customer-focused mindset
• Ability to work in a hybrid environment
• Ability to manage time independently
• Ability to maintain organized client records

Qualifications

• Relevant licenses or willingness to obtain required state and industry licenses (e.g., life insurance, securities) as needed.
• Bachelor’s degree in finance, business, economics, or a related field is beneficial but not required.
• Prior financial services experience is an asset.