Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company’s 2,800+ corporate employees support more than 151,000 licensed independent representatives who deliver financial education and solutions to clients. Founded nearly five decades ago, Primerica is publicly traded on the New York Stock Exchange under the symbol “PRI,” reflecting its stability and long-term presence in the market. Primerica focuses on meeting the needs of middle-income families with offerings such as term life insurance, mutual funds, annuities, managed investments, and mortgages. The company also provides entrepreneurial-minded individuals with the opportunity to build their own financial services business.
Role Description The Financial Sales Representative can be a part-time or full-time remote opportunity. This role is responsible for meeting with clients to understand their financial goals, explaining Primerica’s products and services, and recommending appropriate solutions such as term life insurance, investments, and other financial products. Daily activities include prospecting and following up with potential clients, conducting financial needs analyses, preparing proposals, and managing ongoing client relationships. The Financial Sales Representative will collaborate with team members, maintain accurate records in company systems, and stay current on product knowledge and regulatory requirements. The role emphasizes ethical sales practices, consistent communication, and a commitment to helping middle-income families make informed financial decisions.
Qualifications
• Candidates should possess strong Communication and Customer Service skills to explain complex concepts clearly and build long-term client relationships.
• Candidates should possess Sales skills to identify opportunities, manage a pipeline, and meet or exceed performance targets.
• Ability to obtain and maintain applicable state licenses.
• Strong organizational and time-management abilities, with capacity to handle multiple client engagements.
• Comfort working and collaborating with colleagues and leadership.
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