Customer Service Financial Sales Representative

Primerica - Toronto, ON • Toronto, ON

1d

About The Position

Primerica, a top player in the financial services industry, is seeking ambitious, motivated individuals from all backgrounds to join our team of financial professionals. Whether you're experienced or just starting out, this is your opportunity to thrive in a rewarding field – no prior experience is necessary. We provide all the training and support you need to succeed! Our mission is simple: help families increase their income, secure proper protection, become debt-free, and achieve financial independence. By joining Primerica, you’ll be part of a company that truly makes a difference.

Requirements

• High school diploma or equivalent required
• Strong communication and interpersonal skills.
• Basic understanding of financial products and terminology.
• Ability to multitask and prioritize in a fast-paced environment.
• Proficiency in CRM software and financial management tools.
• Sales-driven, with strong negotiation and closing skills.
• Analytical thinking and attention to detail.
• Ability to handle sensitive financial information with confidentiality.

Nice To Haves

• Bachelor’s degree in finance, business, or a related field is a plus.
• Holding LLQP, CIFC, or CSC certifications is preferred.
• Previous experience in financial services, sales, or customer service is advantageous.
• Knowledge of financial regulations and compliance is asset.

Responsibilities

• Assess clients' expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance to develop personalized financial plans.
• Discuss financial goals and strategies with clients, offering expert advice in areas like insurance coverage, investment planning, cash management, and tax-efficient strategies.
• Oversee client accounts such as TFSA, RRSP, RESP, FHSA, and RDSP. Regularly review accounts to ensure they align with the clients' evolving financial objectives.
• Prepare and interpret financial summaries, investment performance reports, and income projections to guide clients in making informed decisions.
• Help clients implement financial plans or refer them to trusted professionals for specialized services.
• Maintain regular communication with clients to monitor changes in their financial status and adjust plans accordingly. Build and maintain a strong client base through ongoing relationship management.

Benefits

• Competitive, performance-driven compensation structure with significant earning potential
• Income opportunities tied to client account management and growth

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED