Primerica · 4 hours ago
Remote Financial service Provider
United States
Full-time
Remote
New Grad, Entry LevelPrimerica is a leading financial services company in North America, specializing in serving middle-income families. The Financial Service Provider role involves offering clients financial guidance, educating families on financial products, and maintaining strong, professional relationships with clients while managing financial portfolios.
ConsultingFinancial ServicesInsuranceLife Insurance
Hiring Manager
Sheridan Lake
Responsibilities
Offering clients financial guidance
Educating families on financial products
Tailoring financial solutions to meet clients' specific needs
Maintaining strong, professional relationships with clients
Managing financial portfolios
Providing advice on term life insurance
Retirement planning
Investment services
Mortgages
Qualification
Required
No knowledge or experience in financial planning, retirement strategies, investment services, or insurance products willing to train
Customer service and relationship management skills with the ability to communicate complex information clearly
Strong analytical, problem-solving, and decision-making abilities
Self-motivated and capable of managing time effectively in an on-site role/remote off-site role
Preferred
Bachelor's degree in Finance, Business Administration, or related field
Relevant licensure or certifications in financial services
Proficiency in using financial planning tools and software
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