Investments & Mutual Funds Representative
Top Benefits
About the role
Investments & Mutual Funds Representative
Location: Remote & In-Person (Flexible)
Industry: Financial Services | Mutual Funds | Education
Now more than ever, people are seeking financial guidance—and we’re expanding to meet that need.
Are you passionate about helping others? Curious about investing and personal finance? Whether you're new to the industry or already certified, we’re looking for motivated individuals to join our team as Investments & Mutual Funds Representatives.
No Experience? No Problem.
We provide full support to help you earn your IFIC certification and get started on a meaningful career path. If you already have your IFIC, you can start working with clients right away.
What We Do:
We teach everyday individuals How Money Works—and how to take control of their financial future.
You’ll help clients:
- Understand investments and savings options
- Set goals for financial independence
- Plan for retirement, education, or emergencies
- Build a clear path to financial security
What We Offer:
- Comprehensive training & mentorship
- Licensing and certification support (IFIC)
- Flexible schedule & remote work options
- A team-driven, supportive environment
- Opportunity for advancement based on performance, not tenure
What We’re Looking For:
We’re looking for individuals who are:
- Driven and self-motivated
- Teachable and open to coaching
- Goal-oriented with a strong work ethic
- Passionate about helping others succeed
- Strong communicators who enjoy working with people
- Interested in personal growth and leadership development
- Open to building a flexible, purpose-driven career
We are proud to be part of PFSL Investments , a leading financial services company that’s been helping families since 1977 .
- Publicly traded on the New York Stock Exchange (PRI)
- Named one of Forbes' Top 50 Most Trustworthy Financial Companies
- Recognized as a Top 10 Career Opportunity by Forbes, especially for Women
With decades of experience, a strong reputation, and a mission to educate and empower, we’re committed to helping you succeed.
If you’re looking for purpose-driven work that makes an impact in people’s lives—and you're eager to grow personally and professionally—we’d love to talk to you.
About Primerica Financial Services
Primerica Financial Services is a leading financial services company committed to helping middle-income families across North America build a more secure financial future. With a strong presence throughout the U.S. and Canada, we specialize in providing straightforward financial education and access to essential financial products that help our clients make informed decisions about their money.
Our mission is simple: to empower families with the knowledge, tools, and resources they need to take control of their financial lives. We offer a comprehensive range of services including term life insurance, mutual funds, and other financial solutions designed specifically for the needs of hardworking households. We understand the unique challenges facing middle-income earners and are passionate about delivering personalized strategies that support their long-term goals.
At the heart of Primerica is our belief in education-first. We don’t just sell products—we take the time to explain how money works, what options are available, and how to build a solid financial foundation. Our licensed representatives work closely with clients to develop customized plans that provide protection today and opportunities for growth tomorrow.
Whether helping a young family get properly insured or guiding someone toward retirement, Primerica remains focused on delivering real value and financial peace of mind.
Investments & Mutual Funds Representative
Top Benefits
About the role
Investments & Mutual Funds Representative
Location: Remote & In-Person (Flexible)
Industry: Financial Services | Mutual Funds | Education
Now more than ever, people are seeking financial guidance—and we’re expanding to meet that need.
Are you passionate about helping others? Curious about investing and personal finance? Whether you're new to the industry or already certified, we’re looking for motivated individuals to join our team as Investments & Mutual Funds Representatives.
No Experience? No Problem.
We provide full support to help you earn your IFIC certification and get started on a meaningful career path. If you already have your IFIC, you can start working with clients right away.
What We Do:
We teach everyday individuals How Money Works—and how to take control of their financial future.
You’ll help clients:
- Understand investments and savings options
- Set goals for financial independence
- Plan for retirement, education, or emergencies
- Build a clear path to financial security
What We Offer:
- Comprehensive training & mentorship
- Licensing and certification support (IFIC)
- Flexible schedule & remote work options
- A team-driven, supportive environment
- Opportunity for advancement based on performance, not tenure
What We’re Looking For:
We’re looking for individuals who are:
- Driven and self-motivated
- Teachable and open to coaching
- Goal-oriented with a strong work ethic
- Passionate about helping others succeed
- Strong communicators who enjoy working with people
- Interested in personal growth and leadership development
- Open to building a flexible, purpose-driven career
We are proud to be part of PFSL Investments , a leading financial services company that’s been helping families since 1977 .
- Publicly traded on the New York Stock Exchange (PRI)
- Named one of Forbes' Top 50 Most Trustworthy Financial Companies
- Recognized as a Top 10 Career Opportunity by Forbes, especially for Women
With decades of experience, a strong reputation, and a mission to educate and empower, we’re committed to helping you succeed.
If you’re looking for purpose-driven work that makes an impact in people’s lives—and you're eager to grow personally and professionally—we’d love to talk to you.
About Primerica Financial Services
Primerica Financial Services is a leading financial services company committed to helping middle-income families across North America build a more secure financial future. With a strong presence throughout the U.S. and Canada, we specialize in providing straightforward financial education and access to essential financial products that help our clients make informed decisions about their money.
Our mission is simple: to empower families with the knowledge, tools, and resources they need to take control of their financial lives. We offer a comprehensive range of services including term life insurance, mutual funds, and other financial solutions designed specifically for the needs of hardworking households. We understand the unique challenges facing middle-income earners and are passionate about delivering personalized strategies that support their long-term goals.
At the heart of Primerica is our belief in education-first. We don’t just sell products—we take the time to explain how money works, what options are available, and how to build a solid financial foundation. Our licensed representatives work closely with clients to develop customized plans that provide protection today and opportunities for growth tomorrow.
Whether helping a young family get properly insured or guiding someone toward retirement, Primerica remains focused on delivering real value and financial peace of mind.