Financial Advisor

Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company’s 2,800+ corporate employees support more than 151,000 licensed independent representatives who deliver financial education and tailored solutions to their clients. For nearly five decades, Primerica has focused on the needs of middle-income families, offering term life insurance, mutual funds, annuities, managed investments, and mortgages. As a publicly traded company on the New York Stock Exchange (NYSE: PRI), Primerica provides stability along with the opportunity for entrepreneurial-minded individuals to build their own financial services business. Applicants can explore more about Primerica’s business opportunity at Role Description This part-time Financial Advisor role is an on-site position based in Duluth, GA. The Financial Advisor will meet with clients to assess their financial goals, explain Primerica’s products and services, and recommend appropriate solutions such as term life insurance, investments, and retirement plans. Daily activities include conducting financial needs analyses, preparing and presenting customized strategies, and following up with clients to adjust plans as circumstances change. The role also involves maintaining accurate client records, staying current on financial products and industry trends, and collaborating with team members and leadership to support business growth. Qualifications Candidates should possess skills in Financial Planning and Retirement Planning to help clients define goals and develop long-term strategies. Candidates should possess skills in Finance and Investments to analyze options and recommend suitable products for middle-income families. Candidates should possess skills in Financial Advisory to provide clear guidance, education, and recommendations aligned with client needs. Strong interpersonal and communication skills, with the ability to explain financial concepts in accessible language. High ethical standards, professionalism, and a client-focused mindset. Ability to work part time on-site in Duluth, GA and manage a flexible schedule. Prior experience in financial services, sales, or customer-facing roles is beneficial. Relevant licenses or willingness to obtain necessary financial industry licenses as required. #J-18808-Ljbffr Primerica