District Manager

We at PRI are looking for individuals interested in developing a career in the financial services industry while working directly with individuals and families. This role is ideal for professionals who want:

A flexible schedule

Uncapped income potential

A mission-driven career helping families build long-term financial security

A pathway to business ownership

If you're entrepreneurial, values-driven, and excited about holistic financial education, you'll thrive here.

Previous financial services experience is not required. Candidates who move forward will receive training, mentorship, and guidance through the applicable licensing process before performing activities that require a license.

The role is a good fit for someone who communicates well, is comfortable meeting with people, can work independently, and is willing to learn a regulated financial services business.

Responsibilities

As you complete the required training and licensing process, responsibilities may include:

Meeting with individuals and families, primarily through virtual appointments

Learning about clients' financial goals, priorities, and concerns

Providing financial education and helping clients understand available strategies

Assisting appropriately qualified clients with financial products and services for which you are properly licensed and authorized

Developing and maintaining professional client relationships

Following up with clients and prospective clients

Building a client base through prospecting and referrals

Participating in training, team meetings, and continuing professional development

Following applicable company procedures and regulatory requirements

Training and Licensing

Financial services experience is not required to be considered.

Training and mentorship are provided to help candidates learn the business and prepare for applicable licensing requirements. Certain financial products and activities require the appropriate state and/or federal licenses before a representative may conduct those activities.

Licensing requirements and the process for becoming properly licensed will be explained during the interview and onboarding process.

Qualifications

Candidates should:

Be at least 18 years old

Be legally authorized to work in the United States

Be able to satisfy applicable background and licensing requirements

Have strong interpersonal and communication skills

Be comfortable speaking with individuals and families

Have reliable internet access and the ability to participate in virtual meetings

Be willing to complete training and applicable licensing requirements

Be self-directed, dependable, and comfortable working in a performance-based environment

Previous experience in sales, customer service, financial services, education, coaching, leadership, or other client-facing roles can be helpful but is not required.

Schedule and Work Environment

This opportunity is primarily remote and provides flexibility in scheduling client appointments, training, and business-development activities.

Both part-time and full-time participation may be considered. Availability during some evenings or other times convenient for clients may be beneficial.

Who May Be a Good Fit

We are particularly interested in people who enjoy helping others, communicate effectively, are willing to learn, and want to develop professional skills within the financial-services industry.

If you're interested in learning more about the role, training process, licensing requirements, and compensation structure, submit your application for consideration.

Benefits:

Flexible schedule

Tuition reimbursement

Application Question(s):

Are you 18 years or older?

Can you pass a background check?

Do you live in the United States?

Pay: $1,000.00 - $3,500.00 per week

Benefits:

Flexible schedule

Life insurance

Professional development assistance

Referral program

Retirement plan

Tuition reimbursement

Work Location: Remote

Pay: $1,000.00 - $3,500.00 per week

Benefits:

• 401(k)
• Flexible schedule
• Life insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement

Work Location: Remote