Financial Agent / Financial Coach / Financial Advisor
Location: Southern Pines, NC
Company: Primerica
About Us: At Primerica, we are a rapidly growing financial brokerage firm committed to educating, empowering, and mentoring our clients in achieving financial independence. Our goal is to build a nationwide presence with a vision of opening 100 offices within 6 years. We focus on mortgages, insurance, and investments, and we are looking for motivated, driven individuals who want to be part of our growth and success.
Job Description: We are seeking a highly motivated and results-driven Financial Agent/Coach/Advisor to join our dynamic team. As a partner in our firm, you will play a crucial role in providing top-tier financial services to our clients, focusing on guiding them through their mortgage, insurance, and investment decisions. The ideal candidate will have a passion for helping others, a strong work ethic, and a desire to grow and lead a successful team.
Responsibilities:
- Provide expert financial guidance on mortgages, insurance, and investments.
- Work with clients to develop personalized financial plans and strategies.
- Build and manage a portfolio of clients, fostering long-term relationships.
- Mentor and lead a team of junior advisors to help achieve collective business goals.
- Actively pursue and create new business opportunities through networking, referrals, and marketing.
- Collaborate with leadership to drive the firm's growth and expansion.
- Participate in ongoing education and training to stay up-to-date with industry trends and regulations.
Qualifications:
- Ability to build relationships and communicate complex financial concepts clearly.
- Leadership skills with a desire to mentor and grow teams.
- Excellent networking and business development abilities.
- Self-motivated and results-oriented, with a commitment to success.
- A strong entrepreneurial spirit, with an interest in helping a firm expand.
- Ability to work independently and as part of a high-performing team.
- Relevant certifications or licenses (e.g., Series 6, 63, Life Insurance) are preferred but not required.
Why Join Us?
- Be part of a fast-growing, ambitious financial firm with a clear growth trajectory.
- Opportunities for career advancement and leadership roles.
- Access to continuous training and professional development.
- Competitive compensation plan with performance-based bonuses.
- Flexible working environment with the ability to work remotely.
- A company culture that values hard work, integrity, and personal growth.
How to Apply: If you are ready to take the next step in your career and want to grow with a high-energy, driven team, we would love to hear from you. Please submit your resume and a cover letter explaining why you would be a great fit for our team to patrick.buckles@primerica.com