Client Services Representative

Why Join Us? Primerica is a top financial services provider in North America, offering financial education and a broad array of financial products and services. With over 40 years of experience, we support more than 140,000 licensed independent representatives, backed by a dedicated team of over 2,000 corporate employees. As a publicly traded company on the New York Stock Exchange (NYSE) under the symbol "PRI," Primerica continues to lead the way in financial services. To learn more, visit Primerica . What Will Your Role Involve? Deliver customized financial planning strategies, guiding clients toward their financial goals through a full spectrum of investment, insurance, and debt management solutions. Drive client growth by building and nurturing lasting relationships, ensuring performance goals are met through proactive portfolio management. Collaborate with service partners and local markets to uncover new business opportunities and foster referral networks. Participate in ongoing professional development to refine your skills and stay ahead in the financial services industry. What Are the Benefits for You? At Primerica, we thrive on continuous growth, innovation, and teamwork, while empowering clients to achieve financial success. We are committed to supporting our team members’ potential and contributing to the prosperity of the communities we serve. A competitive compensation package with a focus on your well-being, offering flexibility to balance client needs with your personal life. A training bonus to get you started, plus unlimited earning potential through commission-based income. Access to premier training programs and career advancement opportunities to help you reach your professional goals. A collaborative and inclusive work environment where your unique perspectives and experiences are valued, enabling you to bring your authentic self to work. What Are the Key Qualifications for Success? Essential Requirements : A genuine passion for providing exceptional client service, with a proven ability to succeed in a target-driven, solutions-oriented environment. Strong self-motivation, excellent communication skills, and the ability to build rapport with clients and colleagues alike. A commitment to continuous learning and self-improvement, with a determined approach to personal success. A willingness to learn financial concepts and a desire to pursue relevant industry certifications, such as the Investment Funds in Canada or Canadian Securities Course. Preferred Qualifications : Previous experience building and maintaining client relationships in financial services, retail, or other client-focused industries. Industry certifications such as the Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), or Life Licence Qualification Program (LLQP). If you're driven to succeed and eager to make a meaningful impact, we encourage you to explore this exciting opportunity with Primerica. Powered by JazzHR