Client Solutions Associate

Client Solutions Associate – Financial Services

Build real-world business skills. Help real people. Learn an industry that impacts everyone.

We are seeking motivated, coachable individuals who want hands-on experience in financial services, client education, sales, and leadership development.

This is not a data analytics, software engineering, accounting, or back-office finance position. This is a people-focused opportunity for individuals who enjoy communicating, building relationships, learning new skills, and helping families better understand their financial options.

No prior financial-services experience is required. Training and mentorship are provided as you work toward the licenses required for the financial products and services you become authorized to offer.

What You'll Learn & Do

As a Client Solutions Associate, you'll develop practical experience in areas including:

Connecting with individuals and families to identify financial needs and goals

Educating clients on fundamental financial concepts

Learning how life insurance and other financial products may fit a client's needs

Helping clients evaluate available financial solutions based on their individual situation

Developing communication, presentation, and client-service skills

Learning prospecting, appointment setting, follow-up, and relationship-building

Participating in structured training, coaching, and professional development

Working toward applicable state and/or securities licenses for products you may become eligible to offer

Developing leadership and business-development skills as you gain experience

Who We're Looking For

You do not need a finance degree or previous industry experience.

We're looking for individuals who are:

Ambitious, dependable, and willing to learn

Comfortable communicating with people

Interested in financial education, business, sales, or entrepreneurship

Coachable and willing to participate in training

Self-motivated and able to manage their time

Interested in developing professional and leadership skills

At least 18 years old

Legally authorized to work in the United States

Able to satisfy applicable licensing and background requirements

Students, recent graduates, career changers, and individuals from a variety of academic backgrounds are encouraged to apply.

Training & Licensing

Selected candidates receive access to training and mentorship designed to help them understand the financial-services industry and prepare for applicable licensing requirements.

Depending on the products and services you pursue, state insurance and/or securities licensing may be required before conducting certain activities or receiving compensation related to those products.

Candidates must meet all applicable regulatory, licensing, appointment, and background requirements.

Opportunity Structure & Compensation

This is an independent-contractor opportunity, not a traditional salaried or hourly employee position.

Compensation is performance-based and may include commissions on eligible business after applicable licensing, appointments, and other requirements have been satisfied. Compensation is not guaranteed and will vary based on individual activity, licensing, production, and other applicable factors.

Individuals may begin on a flexible schedule while completing training and licensing requirements.

As experience and licensing increase, there may be opportunities to expand into additional areas of financial services and leadership based on qualifications and performance.

Candidate Costs

Candidates should understand that there may be costs associated with beginning the licensing and onboarding process.

Current applicable onboarding costs include:

Background check/onboarding fee $99 (REIMBURSED)

Technology/software access fee $25

Additional state licensing, examination, fingerprinting, or regulatory fees may apply depending on the licenses pursued and the candidate's state.

Exact current fees and requirements will be reviewed with candidates before they make any commitment or payment.

Why This Opportunity?

College can teach you financial theory.

This opportunity is designed to teach you how to communicate with real people about real financial decisions.

You'll have the opportunity to develop skills in:

Financial Education • Client Relations • Sales • Communication • Leadership • Business Development • Professional Growth

If you're looking for a position where you can simply sit behind a computer and analyze spreadsheets all day, this probably isn't it.

But if you want to develop people skills, learn financial concepts, challenge yourself, and gain hands-on business experience, we'd like to meet you.

Ready to Apply?

Submit your application through Handshake.

Qualified applicants will be contacted to schedule an introductory interview to learn more about the opportunity, expectations, licensing process, compensation structure, and next steps.

Primerica is an equal opportunity company. Securities activities, where applicable, are conducted through appropriately registered representatives of PFS Investments Inc., a broker-dealer and investment adviser, member FINRA/SIPC. Insurance products and services are offered through appropriately licensed representatives.