Remote Financial Representative

Job Description

Primerica is uniquely positioned to understand the needs of our clients because our representatives come from Main Street, just like the clients we serve. Our representatives come from all walks of life and from communities and neighborhoods all across North America.

Our goal is to empower you to make informed financial choices through education and then match you with the right financial solutions that can help you achieve your financial goals. Taking control of your financial future can feel overwhelming. And, if you’re like many people, it’s hard to even know where to start. When you consider that financial education isn’t often taught in schools, it’s no wonder so many of us enter adulthood knowing very little about the fundamentals of healthy money management.

If this sounds familiar, you’re not alone! For more than 40 years, Primerica’s licensed Representatives have educated families just like yours on simple financial concepts as part of our HOW MONEY WORKS™ concepts. We start with our complimentary Financial Needs Analysis (FNA) to help you better understand where you are now and then offer financial solutions that can help you get on track to a better financial future.

Clients managed accounts are accessed through an investment platform. The platform typically offers access to actively managed investment models comprised of securities selected by investment professionals. When your client’s account is managed through the Lifetime Investment Platform, you will have an ongoing relationship with your advisor and will receive professional money management services, and consolidated reporting.

Life insurance is the cornerstone of our business. Since 1977, Primerica has only offered term life insurance, giving families the coverage they need at a price they can afford. Nobody understands what families need for life insurance like Primerica. Simple, affordable term life insurance, benefit- and feature-rich solutions, your own representative interested in you, up to 70% of face amount terminal illness benefit with a waiver of premium with a maximum of $400,000, Industry-leading renewal options, family banding, unique custom term solutions, increasing benefit rider

Auto & Home Insurance Referral Program, your clients can take the hassle out of protecting your assets with Primerica Secure and Answer Financial®, Inc. Get competitive rate quotes in 10 minutes or less. Shop among top-rated insurance providers to help you find great coverage for your money. There is no obligation to buy – just an opportunity to save money and get the coverage you deserve.

The Primerica Legal Protection Program (PLPP) can help to protect you against potentially devastating legal problems. PLPP empowers you in the knowledge that a qualified Provider Law Firm is in your corner. IDTheftDefense℠, offered by Prepaid Legal Services, Inc. d/b/a LegalShield, understands all the potential threats, how to protect against identity theft, and how to restore any damage done. IDTheftDefense helps protect your identity in three ways: monitoring your personal information and financial accounts, providing counseling, and emergency assistance if needed. Restoring your identity should an identity theft event occur.

We offer training & licensing to the right person. Just looking for someone with good people skills & a heart for helping others part-time or full-time. We serve families all across the country and we have also transferred all of our work, to the comfort of your home.

If you’re interested in learning more, I’d love to connect and go over exactly what we do and see if it would be a good fit for you.