Job Description

Financial Services Consultant

Company: Primerica Financial Services
Location: Remote / Hybrid

Job Overview:

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.

Key Responsibilities:

✅ 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.

✅ 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:

(Company provides all Licensing required)

✔ 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.

What We Offer:

💰 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.

If you are passionate about helping individuals secure their financial future and want to build a multi-service financial career , apply today!

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