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Remote Financial Services Representative

Company: Primerica
Location: Remote
Job Type: Part-Time / Full-Time
Industry: Financial Services
Experience Level: Entry Level — Training Provided

About the Opportunity

Are you looking for a flexible opportunity where you can develop professional skills, build your network, and learn about the financial services industry?

We are seeking motivated individuals to join our growing financial services team with Primerica. This is a remote, entrepreneurial opportunity designed for individuals who are coachable, driven, and interested in building a business while helping families improve their financial futures.

What You’ll Do
  • Learn and educate families on fundamental financial concepts
  • Help clients identify financial protection and financial goals
  • Assist with life insurance and other financial products, subject to required licensing
  • Build and maintain professional relationships
  • Participate in virtual training, team meetings, and mentorship
  • Develop your communication, leadership, sales, and business-development skills
  • Use social media, networking, and other methods to build your client and professional network
  • Develop the potential to build and lead your own team
What We’re Looking For

You may be a great fit if you are:

  • Motivated and self-driven
  • Coachable and willing to learn
  • Comfortable communicating with people
  • Interested in entrepreneurship and financial services
  • A college student, recent graduate, career changer, or professional looking for additional income
  • Able to work independently and manage your time effectively
  • Interested in developing leadership and business skills

No prior financial services experience is required. Training and mentorship are provided.

What We Offer
  • 🌎 Remote flexibility
  • ⏰ Part-time or full-time scheduling
  • 📚 Training and mentorship
  • 💼 Entrepreneurial business-building experience
  • 📈 Leadership and professional development opportunities
  • 🤝 Supportive team environment
  • 💰 Commission-based income opportunity
Important Information

This is an independent business opportunity with Primerica, not a traditional hourly or salaried employment position. Compensation is primarily commission-based and varies based on individual production and business performance. Individuals who offer certain financial products must obtain the appropriate state licenses and meet applicable requirements.

Who Should Apply?

If you’re hungry to learn, willing to be coached, and interested in developing yourself while building a financial services business, we’d love to connect.

Apply to learn more about the opportunity and determine whether it’s a good fit for you.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...