About the position: · Are you the type of person that wants to control their schedule and time? · Do you wish you were able to make a bigger impact on people's lives? · Love the idea of helping people understand financial literacy and hitting their financial goals? · Feel limited in your ability to advance and how much you can earn? · Have ambitions of working for yourself or the desire to own your own business? We are currently looking to develop remote financial coaches to develop and service clients as we expand throughout the United States. Our agency helps families create comprehensive financial plans, including term life insurance, debt management, mortgage and refinance services, and retirement/investment solutions to put them on track to achieving financial independence. We believe in developing strategies for clients, not just selling them financial products. This is a 1099 independent contractor position and pay is based on performance, residual income from assets under management, and bonuses. This position includes hiring, training, and developing a team of agents that you will oversee. You have the ability to start part-time with a flexible schedule that you control and grow into a career path, building your financial business with no territory or size restrictions. All licensing and training will be paid for and provided, and in addition there is a paid training bonus as you go through the licensing process. Qualified candidates must be able to pass a federal background check and be a resident that can legally work inside the US (work visa or sponsorship is not available and must be a permeant resident of the United States). ROLE / RESPONSIBILITIES As a financial coach, you will learn how to: · Identify prospective clients & schedule appointments · Present for prospective clients via videoconference · Diagnose a client's financial needs · Develop recommended financial plans utilizing our proprietary tools and software · Build and maintain client relationships REQUIREMENTS · U.S. Citizen or Permanent Resident with an SSN · Able to pass full federal background check · Commitment to studying for and passing life insurance and investment licenses (SIE, Series 6 & 63) with an option to obtain your Series 26, 65. · Computer/Laptop preferred, but able to use tablet to work remotely · High-speed internet required for Zoom video conferencing and training · Must have a positive, motivated personality with the ability to work without continued supervision PREFERRED CHARACTERISTICS Financial background is not required; however, we prefer someone with the characteristics listed below. · Disciplined, self-starter, excels at working independently and as part of a team · Leadership ability with the desire to develop and manage a team · Loves working with people and building relationships · Competitive, always striving to be the best · Background involving sports, sales, leadership, etc. is a plus · Coachable and willing to learn (receives constructive criticism well) About Primerica Founded in 1977 NYSE Publicly Traded Company (Ticker: PRI) Fortune 1000 Company Forbes Best Insurance Companies of 2022 Forbes Best Employers for Women (2019-2022) & Diversity (2020-2022) DALBAR Top Mutual Fund Service Award - 20 Consecutive years #1 Most Trusted Life Insurance Company from Market Watch and Insider Business Daily #3 Most Trusted Financial Services Company from Market Watch and insider Business Daily Partners with some of the largest financial firms in the world, including Fidelity, Invesco, Franklin Templeton Investments, Nuveen, Lincoln Financial, Voya, and Rocket Mortgage Company Description WE HELP FAMILIES GET ON THE PATH TO A SECURE FINANCIAL FUTURE Taking control of your financial future can feel overwhelming. And, if you're like many people, it's hard to even know where to start. When you consider that financial education isn't often taught in schools, it's no wonder so many of us enter adulthood knowing very little about the fundamentals of healthy money management. If this sounds familiar, you're not alone! For more than 45 years, Primerica's licensed Representatives have educated families just like yours on simple financial concepts as part of our HOW MONEY WORKSTM approach. Our goal is to empower you to make informed financial choices through education and then match you with the right financial solutions - term life insurance, investments, auto & home insurance, and more - that can help you achieve your financial goals.
WE HELP FAMILIES GET ON THE PATH TO A SECURE FINANCIAL FUTURE\r\nTaking control of your financial future can feel overwhelming. And, if you're like many people, it's hard to even know where to start. When you consider that financial education isn't often taught in schools, it's no wonder so many of us enter adulthood knowing very little about the fundamentals of healthy money management.\r\n\r\nIf this sounds familiar, you're not alone! For more than 45 years, Primerica's licensed Representatives have educated families just like yours on simple financial concepts as part of our HOW MONEY WORKSTM approach.\r\n\r\nOur goal is to empower you to make informed financial choices through education and then match you with the right financial solutions – term life insurance, investments, auto & home insurance, and more – that can help you achieve your financial goals.