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Sales / Business
Financial Services Consultant
@Primerica
[Hiring] Financial Services Consultant @Primerica
Mar 23, 2025 - Primerica is hiring a remote Financial Services Consultant. 💸 Salary: competitive commission + bonuses. 📍Location: USA.
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.
Role Description
We are seeking a Financial Services Consultant to provide life insurance, investment, and mortgage solutions to clients. This is an excellent opportunity for professionals who want to offer comprehensive financial guidance and build long-term relationships with clients.
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Life Insurance Sales & Planning:
- Assess client needs and recommend suitable life insurance policies
- Educate clients on the importance of financial protection for their families
- Process applications and ensure compliance with underwriting guidelines
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Investment & Wealth Management:
- Develop personalized investment strategies for individuals and businesses
- Guide clients on retirement planning, asset allocation, and risk management
- Stay updated on market trends and financial regulations
-
Mortgage Loan Assistance:
- Assist clients in selecting the best home loan options (Conventional, FHA, VA, Jumbo)
- Collaborate with lenders, real estate agents, and underwriters
- Review financial documents and ensure compliance with mortgage regulations
Qualifications
- Life Insurance License (or willingness to obtain)
- Series 6, 7, 63, or 65 licenses for investment advisory services (preferred but not required)
- NMLS license for mortgage lending (preferred but not required)
- Sales experience
- Strong interpersonal, analytical, and problem-solving skills
Requirements
- Entry Level
Benefits
- Competitive commission + bonuses
- Ongoing training, mentorship, and licensing support
- Remote / Hybrid work options available
- Access to leads, marketing tools, and technology platforms to grow your business
- Career advancement opportunities in financial services
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| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
Back to Remote jobs >
Sales / Business
Sales / Business
|
Salary
💸
competitive commission + bonuses
|
Remote
Location
USA
|
|
Job Type
contract
|
Posted
Mar 23, 2025
|
️
| 📍 | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
