Representative

About the Role

This part-time remote Representative role focuses on helping clients understand and select appropriate financial products and services for their individual needs. Representatives support clients with term life insurance, investments, and other solutions. Individuals in this position may also explore building their own financial services practice within Primerica’s business opportunity framework.

Key Responsibilities

• Conducting virtual client consultations.
• Gathering and analyzing basic financial information.
• Explaining Primerica’s offerings in clear, accessible terms.
• Prospecting and networking to build a client base.
• Scheduling appointments.
• Maintaining accurate records.
• Collaborating with mentors and team members for ongoing training and support.
• Following company guidelines and regulatory requirements.

Requirements & Tech Stack

• Strong client service and communication skills.
• Ability to present financial concepts in a clear and relatable manner.
• Comfort with remote work tools and basic digital proficiency.
• Organizational and time-management skills.
• Self-motivated, entrepreneurial mindset.

Qualifications

• High school diploma or equivalent required.
• Interest in personal finance, financial education, and helping middle-income families.
• Ability to learn and adhere to compliance, ethical standards, and regulatory requirements related to financial services.
• Willingness to pursue and maintain any applicable state or provincial licenses as required for offering financial products.
• Additional education or previous experience in sales, customer service, or finance is beneficial.