Financial Advisor

Primerica - Toronto, ON • Toronto, ON

7d • CA$500 - CA$50,000 • Onsite

About The Position

Primerica is looking for a Financial Advisor to join our team in our North York office. The Financial Advisor prospects sales and qualifies leads for new and existing accounts. The ideal candidate is someone with high energy, a curiosity about the industry, and tenacity. This person will bring new ideas, think outside the box, have a deep passion for the role and create ways to attain new accounts.

Requirements

• Hands-on experience with multiple sales techniques (including cold calls)
• Experience with CRM software
• Familiarity with MS Excel (analyzing spreadsheets and charts)
• Understanding of sales performance metrics

Nice To Haves

• High energy
• Curiosity about the industry
• Tenacity
• Ability to bring new ideas
• Ability to think outside the box
• Deep passion for the role
• Ability to create ways to attain new accounts

Responsibilities

• Generate lead flow - Prospect new sales leads by making an initial phone or email contact.
• Engage the account and prepare them for the Account Executive.
• Connect with as many leads as possible to encourage the purchase of the product offered.
• Be the point person for your team's sales lead qualification process.
• Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals.
• Coordinate in-person meetings and calls between the new clients and Account Executives.
• Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed