Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company is supported by over 2,800 corporate employees and more than 151,000 licensed independent representatives who deliver financial education and solutions to clients.

For 49 years, Primerica has focused on serving middle-income families with term life insurance, mutual funds, annuities, managed investments, and mortgages. As a publicly traded company on the New York Stock Exchange under the symbol “PRI,” Primerica offers both financial solutions and an entrepreneurial path for individuals interested in building their own financial services business. More information about Primerica’s business chance is available at www.primericabusinessopportunity.com.

Role Description This part-time Independent Financial Services Representative role is a hybrid position based in Canada, with a combination of in-person and work-from-home responsibilities. The representative educates clients on fundamental financial concepts, assesses their needs, and recommends appropriate solutions such as insurance and investment products aligned with Primerica’s offerings.

Day-to-day activities include meeting with clients,



conducting financial needs analyses, presenting product options, and following up to support ongoing financial goals. The role also involves networking, building a client base, maintaining accurate records, and staying current on company products, industry trends, and compliance requirements. Representatives operate as independent business owners, managing their schedule and activities while adhering to Primerica’s standards and regulatory guidelines.

Qualifications

- Excellent Customer Service skills to build trust, maintain long-term client relationships, and respond to client inquiries effectively.
- Effective communication and interpersonal skills, including the ability to present complex information clearly.
- Self-motivated, entrepreneurial mindset with strong time-management and organizational abilities.
- Comfort with hybrid work arrangements, including using digital tools for remote meetings and documentation.
- Relevant licensing or willingness to obtain required provincial financial services and insurance licenses in Canada.
- Ethical conduct, professionalism, and adherence to regulatory and company compliance standards.

📌 Independent Financial Services Representative (Canada)
🏢 Primerica
📍 Canada