Financial Service Representative
Company Description Primerica is a financial services company in North America, we are publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI".
We offer entrepreneurial-minded individuals the opportunity to build their own financial services business. Primerica operates throughout the U.
S., Canada, and the territories of Puerto Rico and Guam. Our mission is to help families to help families earn more income, become properly protected, debt free and be financially independent.
Role Description The Financial Services Representative will be responsible for providing : Answer customer questions and resolves issues / problems Handles customer transactions, post transactions and follow-up transactions Identifies and conduct clients' financial needs analysis Collect data and design financial plan to assist clients to achieve financial goals like proper protection, debt free, and financial independence Interview applicants for branches Prepare statements one accounts Review and update clients' profiles Qualifications Excellent communication and interpersonal skills Strong analytical and problem-solving skills Ability to work independently Strong leadership and decision-making skills Financial industry experience is an asset Requirements : Must be 18 years old and above.
Hold eligible Canadian work permit, PR, or citizenship and Social Insurance Number (SIN). Must pass a background check (No criminal background) Powered by JazzHR
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