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Financial Agent / Financial Coach / Financial Advisor

Posted: 01/14/2025

 

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