Financial Rep
Have your hours been cut? Worried about layoffs? Wondering how AI will impact your career?
Many people are looking for a way to create an additional income stream without putting their lives on hold. If you’re coachable, competitive, and enjoy helping others, this may be the opportunity you’ve been looking for.
We’re expanding our financial services team and looking for individuals who want to build a long-term business while making a positive impact in their communities.
Job Role:
*Meeting with individuals and families to understand their financial goals and needs.
*Educating clients about topics such as budgeting, debt management, life insurance, investing, retirement planning, and college saving.
*Recommending financial products and services that fit a client’s situation, subject representatives licenses.
*Helping clients apply for products such as life insurance, investment accounts, or other financial products offered through Primerica and its affiliates.
*Following up with clients to review their financial plans and update recommendations as their circumstances change.
*Prospecting for new clients through referral, networking, community events, and personal contacts.
*Recruiting and mentoring new representatives if they choose to build a tea, including training and leadership development.
**Requirements Completing required pre-licensing education obtaining state licenses, and meeting continuing education requirements where applicable.
*Maintaining compliance with state and federal regulations and company policies.
*Must be a US citizen with an active SSN
*Clean Background
What you’ll receive:
• Comprehensive training and mentorship
• Flexible schedule with remote work options
• Performance-based compensation with no income cap
• Leadership and business ownership opportunities
• The ability to build a business that can grow over time
Qualification Costs:
- $99 one-time background check (due upon qualification)
- $25 initial proprietary software fee (due upon qualification)
No prior financial services experience is required. We’ll provide the training needed to help you become licensed (where applicable) and develop professionally.
If you’re tired of relying on a paycheck that’s vulnerable to layoffs, reduced hours, or changing technology, this could be your opportunity to build something of your own.
If you’re ready to learn more, apply or send me a message to schedule a confidential information session.
Contact info:
Phone number 951-906-6084
email address ibowser.jr@primerica.com
website www.primerica.com/c_bowserjr