Representative

Company Description Primerica Financial Services is a leading financial services organization focused on helping middle-income families across North America build stronger financial futures. With operations throughout the U.S. and Canada, Primerica provides clear financial education and access to essential solutions such as term life insurance, mutual funds, and other investment products tailored to hardworking households. The company’s mission is to empower families with practical knowledge, tools, and guidance so they can make informed decisions and gain control over their finances. Primerica emphasizes an education-first approach, ensuring clients understand how money works and how to create a solid financial foundation. Licensed representatives collaborate closely with clients to design customized strategies that offer protection today and support long-term growth and financial peace of mind.
Role Description This is a full-time remote role for a Representative at Primerica Financial Services. The Representative will provide financial education to clients, explain core concepts such as budgeting, protection, and long-term planning, and help clients understand available financial products. Day-to-day responsibilities include meeting with prospective and existing clients virtually, conducting needs-based assessments, presenting suitable term life insurance and investment solutions, and supporting clients in developing personalized financial strategies. The Representative will maintain accurate records, follow compliance and licensing requirements, and collaborate with the broader team to ensure consistent, high-quality service. This role also involves ongoing learning about Primerica’s offerings and industry standards to provide current, reliable information to clients.
Qualifications

Client service and communication skills, including active listening, clear explanation of financial concepts, and relationship-building.Sales and consultative skills focused on needs-based recommendations, presentation of solutions, and follow-up with prospective and existing clients.Organizational and time-management skills to handle multiple client appointments, documentation, and remote work responsibilities efficiently.Comfort with remote work technologies, including video conferencing, digital documentation tools, and secure online communication platforms.Ability to learn and apply financial concepts related to insurance, investments, budgeting, and long-term planning.High level of integrity, professionalism, and commitment to regulatory and compliance standards.Preferred: prior experience in financial services, insurance, sales, or customer-facing roles.Preferred: relevant state or provincial licensing (life insurance, securities) or willingness and ability to obtain required licenses within a defined timeframe.High school diploma or equivalent required; post-secondary education in business, finance, or a related field is an asset.