Primerica · 5 hours ago
Multi service financial agents
United States
Part-time
Remote
New Grad, Entry LevelPrimerica is a leading financial services provider in North America, specializing in serving middle-income families. They are seeking a part-time remote Multi-Service Financial Agent to assist clients with financial planning, insurance recommendations, retirement planning, and investment opportunities.
ConsultingFinancial ServicesInsuranceLife Insurance
Hiring Manager
Cristina van Domselaar
Responsibilities
Assist clients with financial planning, insurance recommendations, retirement planning, and investment opportunities
Meet with clients to assess their needs
Provide personalized financial guidance
Offer solutions tailored to their long-term financial goals
Help improve financial literacy
Assist middle-income families in achieving financial security
Qualification
Required
Solid understanding of Financial Planning and Retirement Planning
Basic knowledge of Insurance and Finance products
Familiarity with Investments and related financial tools
Strong communication and interpersonal skills to engage with clients effectively
Self-motivated with the ability to work independently in a remote environment
Adaptability and a growth mindset to thrive in a dynamic and entrepreneurial environment
Preferred
Previous experience or certifications in the financial services industry are an asset
Company
Primerica
Primerica is a financial services company that offers financial education, products, and services to their clients.
Founded in 1977
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2010-04-01IPO
Leadership Team
Glenn J. Williams
Chief Executive Officer
Tracy Tan
Chief Financial Officer
Recent News
2026-01-07
2025-11-20
Company data provided by crunchbase