Financial Services Professional

Company Description Primerica – Legacy Financial Group is a financial services organization focused on helping families and individuals achieve long-term financial security. The team provides education and guidance on topics such as life insurance, retirement planning, debt management, and savings strategies. Primerica operates through licensed representatives who work closely with clients to understand their needs and build customized financial plans. Legacy Financial Group emphasizes professional development, ethical practices, and a supportive team environment for those seeking a career in financial services.Role Description The role at Legacy Financial Group is an independent contractor role and contract position done remotely. In this role, the team member works directly with clients to assess their financial goals, explain available products and services, and help create tailored financial strategies. Typical day-to-day tasks include conducting client meetings, preparing financial illustrations and proposals, maintaining accurate client records, and following up to ensure ongoing support and service. The role also involves learning and applying company training materials, staying informed about financial products and regulations, and collaborating with colleagues to meet team and individual performance objectives. This position offers opportunities to build long-term client relationships and grow a career within the financial services industry.Qualifications Ability to learn and communicate financial concepts clearly, including basic budgeting, saving, insurance, and retirement planning.Strong interpersonal skills, with the ability to build trust, listen actively, and provide client-focused service.Organizational and time-management abilities to handle multiple client appointments, documentation, and follow-up activities.Comfort with using computer applications and digital tools for scheduling, record-keeping, and preparing client presentations.Motivation to pursue any required state licensing or certifications in financial services or insurance (company-supported training may be available).High level of integrity, professionalism, and commitment to regulatory compliance and ethical standards.Previous experience in customer service, sales, banking, or financial services is helpful but not required.High school diploma or equivalent required; post-secondary education in business, finance, or a related field is a plus.