Entry Level Financial Consultant Job at Primerica, Houston, TX

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  • Primerica
  • Houston, TX

Job Description

Financial Services Consultant

Company: Primerica Financial Services
Location: Remote / Hybrid

Job Overview:

We are seeking a Financial Services Consultant to provide life insurance, investment, and mortgage solutions to clients. This is an excellent opportunity for professionals who want to offer comprehensive financial guidance and build long-term relationships with clients.

Key Responsibilities:

Life Insurance Sales & Planning:

  • Assess client needs and recommend suitable life insurance policies 
  • Educate clients on the importance of financial protection for their families.
  • Process applications and ensure compliance with underwriting guidelines.

Investment & Wealth Management:

  • Develop personalized investment strategies for individuals and businesses.
  • Guide clients on retirement planning, asset allocation, and risk management .
  • Stay updated on market trends and financial regulations.

Mortgage Loan Assistance:

  • Assist clients in selecting the best home loan options (Conventional, FHA, VA, Jumbo).
  • Collaborate with lenders, real estate agents, and underwriters.
  • Review financial documents and ensure compliance with mortgage regulations.

Qualifications:

(Company provides all Licensing required)

Life Insurance License (or willingness to obtain).
Series 6, 7, 63, or 65 licenses for investment advisory services (preferred but not required).
NMLS license for mortgage lending (preferred but not required).
✔ Sales experience
✔ Strong interpersonal, analytical, and problem-solving skills.

What We Offer:

💰 Competitive commission + bonuses  
📈 Ongoing training, mentorship, and licensing support .
🏡 Remote / Hybrid work options available.
🤝 Access to leads, marketing tools, and technology platforms to grow your business.
🚀 Career advancement opportunities in financial services.

If you are passionate about helping individuals secure their financial future and want to build a multi-service financial career , apply today!

Job Tags

Contract work, Remote job,

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