Financial Services Representative

Company Description Primerica Financial Services is a leading financial services company focused on helping middle-income families across North America build a more secure financial future. With a strong presence in the U.S. and Canada, Primerica provides clear financial education and access to essential products tailored to hardworking households. The company offers term life insurance, mutual funds, and other solutions that support long-term financial goals. Primerica emphasizes an education-first approach, helping clients understand how money works and how to build a solid financial foundation. Licensed representatives collaborate closely with clients to create customized plans that provide protection today and growth opportunities for tomorrow.Role Description This is a full-time, on-site Financial Services Representative role based in Dade City, FL. The Financial Services Representative will meet with clients to assess their financial needs and provide guidance on solutions such as term life insurance, investments, and other financial products. Day-to-day responsibilities include conducting client consultations, explaining financial concepts in clear terms, preparing and presenting personalized strategies, and maintaining regular follow-up to support clients’ evolving goals. The role also involves building and maintaining a client base, ensuring accurate documentation, and adhering to all regulatory and compliance requirements. Representatives will collaborate with team members, participate in ongoing training, and stay informed about industry trends and Primerica offerings.Qualifications Candidates should possess skills in Finance and Financial Services to analyze client needs and recommend appropriate solutions.Candidates should possess skills in Investments to explain options and support long-term wealth-building strategies.Candidates should possess skills in Insurance to help clients understand and select suitable protection products.Candidates should possess strong Customer Service skills to build trust, manage client relationships, and provide responsive support.Strong communication and presentation skills, with the ability to explain complex concepts in accessible language.High level of integrity, professionalism, and commitment to ethical financial guidance.Ability to work on-site in Dade City, FL, manage time effectively, and handle multiple client engagements.Willingness to obtain and maintain relevant state and industry licenses (e.g., life insurance, securities) as required.Prior experience in financial services, sales, or consulting is beneficial, but motivated candidates with transferable skills are encouraged to apply.