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Financial Services Representative at Primerica Financial Services Financial Services Representative at Primerica Financial Services in Elk Grove, California Posted in 2 days ago.

Type:

full-time Job Title Financial Services Representative Company Description Primerica Financial Services is a leading financial services organization dedicated to empowering middle-income families across North America to achieve long-term financial security. We take an education-first approach, helping clients understand how money works so they can make informed choices about term life insurance, mutual funds, and other essential financial solutions. Job Description We are seeking an entrepreneurial-minded Financial Services Representative to join our team. In this role, you will work directly with individuals and families to conduct basic financial needs analyses and help them implement personalized strategies to achieve their goals. This is a flexible opportunity well-suited for individuals looking to build a business or transition into the financial services industry. No prior financial experience is required , as comprehensive training and mentorship are provided. Core Responsibilities Educate clients on foundational financial principles and concepts. Conduct financial analyses to help families map out savings, debt management, and protection goals. Present tailored solutions utilizing term life insurance, investments, and other strategic partner services. Build and maintain long-term client relationships within your community. Participate in regular training sessions and professional development to remain compliant with industry regulations.

Position Details & Requirements Employment Type:

1099 role.

Schedule:

Part-time or Full-time with complete scheduling flexibility.

Work Location:

Remote / Work from Home.

Background Check:

Must be able to successfully pass a federal background check.

Legal Status:

Must be legally authorized to work in the United States or Canada. Compensation Notice 100%

Commission-Based:

Compensation is driven entirely by business activities and sales results. There is no base salary or hourly wage provided.

Licensing Costs:

Representatives must obtain necessary state/provincial financial and insurance licenses. Training and study support are provided and regulatory exam and licensing fees are covered by Primerica.