JOB TODAY logo

Financial Services Representative - Isa D. Reyes Primerica-Financial Services, NYC - New York

Accounting & Finance

8 hours ago54 views

Financial Services Business Opportunity | Training Provided
Are you motivated, coachable, and interested in learning about the financial services industry?
I am expanding my team and looking for individuals interested in building an independent financial services business with Primerica.
What you'll have the opportunity to do:

  • Learn how to help families better understand their financial needs and goals
  • Complete training and work toward required licensing
  • Develop communication, client-service, leadership, and business-building skills
  • Build your business on a flexible schedule
  • Receive ongoing training and mentorship

Who I'm looking for:

  • Self-motivated and dependable individuals
  • Strong communication and people skills
  • Willingness to learn and complete required training/licensing
  • Interest in financial education and helping families
  • No previous financial-services experience required

Important: This is an independent contractor business opportunity, not an employee position. Compensation is based on the sale or referral of financial products and services; representatives are not paid for recruiting. Applicable licenses and appointments must be obtained before offering certain products or receiving commissions.
New representatives complete an Independent Business Application. Primerica currently discloses a one-time $99 U.S. IBA fee, which covers pre-licensing education and training and costs associated with obtaining an insurance license.
Interested in learning more?

interview badgeInterviews today
Isa D R. avatar icon
Isa D R. from Isa D. Reyes Primerica-Financial Services, NYC is interviewing people like you for this position today! Let them know you are interested!
  • Experience
    Not required
  • Employment
    Part-time
  • Schedule
    Monday- Friday
  • Starting time
    Immediate start!

pin icon85 Broad Street, Manhattan, 10004, New York

icon
Financial AdvisorNew York

Self Employement • Private individual

Hiring on JOB TODAY since August, 2026

Primerica is a financial services company serving the middle-income market in North America. In 1977, we pioneered the “Buy Term and Invest the Difference” philosophy which solves two of the biggest financial needs nearly every family faces

Isa D R. avatar icon
Isa D R.Active 7 hours ago
Are you hiring?

Post a job and hire

Hire now

Similar jobs

  • Private Wealth Advisor
    Private Wealth Advisor
    2 months ago
    $60000–$500000 yearly
    Full-time
    Manhattan, New York

    Company Mission We build relationships before we ever build portfolios. We are committed to every client receiving one to one financial advise, personalized recommendations, regular meetings and anytime access. Understanding client’s needs and goals for today and the long-term are unique. As an advisor, you begin with listening to understand what’s important to them. Then, take a holistic approach to develop a plan to manage their wealth, carefully considering their priorities and risk preferences. Role Summary This is a financial advisor development program which involves completion of required licensing exams, business development activities and attendance of training programs. Job Responsibilities · Business development & Sales · Constructing comprehensive financial plans · Recommending and implementing portfolio solutions · Completing paperwork · CRM management · Marketing initiatives · Obtaining and maintaining proper licensing Qualifications · Ability to be onsite in Midtown Manhattan · Prior experience or college degree · Familiarity of financial markets Desired Skills · Experience holding intelligent and engaging conversations over the phone and email · Financial planning or investment management · Proven business development success through effective use of core sales tools such as Salesforce, LinkedIn, Microsoft Office, etc. Compensation Commission based compensation ranging from $60,000 to $500,000 and above. You can expect time in the business, skillset, ability, and dedication to determine income. Location Onsite in midtown Manhattan. Working Conditions Collaborative office space with 20+ employees. Benefits and Perks Assistance with selecting retirement plan options, health insurance, disability coverage, long term care, life insurance, and other personal financial needs. Flexible vacation and sick days.

    Easy apply