Entry Level Financial Services
Financial Services
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!