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Primerica · 2 days ago

Financial Services Consultant

United States

Full-time

Remote

New Grad, Entry Level

Primerica is a leading provider of financial products and services in North America, dedicated to serving the needs of middle-income families. The Financial Services Consultant role involves providing financial education and consultancy to clients, analyzing financial situations, and helping clients with financial planning.

ConsultingFinancial ServicesInsuranceLife Insurance

Growth Opportunities

H1B Sponsor Likely

Hiring Manager

Alvaro Martinez Jr

Responsibilities

Provide financial education and consultancy to clients

Analyze financial situations to recommend suitable services

Help clients with financial planning, including insurance, investment options, and mortgage advice

Focus on building relationships, providing tailored financial strategies, and fostering trust as you guide clients toward achieving their financial goals

Qualification

Life licenseSecurities licenseFinancial educationClient relationship buildingCommitment to client successCommunication skills

Required

Communication skills for educating and working collaboratively with clients

Ability to build and maintain client relationships with a focus on trust

Commitment to helping clients achieve financial success

Must have a life license and Securities licence or willing to get licensed in both

Must be able to pass a federal background check

Preferred

No experience necessary

Company

Primerica

Glassdoor3.9

Primerica is a financial services company that offers financial education, products, and services to their clients.

Founded in 1977

Duluth, Georgia, USA

1001-5000 employees

https://www.primerica.com

H1B Sponsorship

Primerica has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2021 (1)