Assistant financial Jobs in Markham, ON

A Financial Representative at Primerica is responsible for helping clients build and manage their financial futures. The role typically involves a combination of financial advising, sales, and relationship management. Here's an overview of the job description for a Financial Representative at Primerica : Key Responsibilities : Financial Education and Advising : Provide financial education to individuals and families on various topics such as budgeting, saving, investing, insurance, and retirement planning. Conduct financial assessments to understand the client’s current situation and future goals. Recommend customized financial solutions that align with clients' needs, goals, and risk tolerance. Product Sales and Recommendations : Offer and sell a wide range of financial products, including life insurance, investment products, mutual funds, and retirement plans. Help clients understand the benefits of these products and how they fit into their overall financial strategy. Relationship Building : Develop long-term relationships with clients by providing ongoing financial reviews and adjustments as their needs change. Maintain regular communication with clients to ensure they stay on track to meet their financial goals. Compliance and Ethical Standards : Adhere to industry regulations and Primerica’s internal policies. Complete necessary certifications and licenses, such as the Series 6, 63, and state life insurance licenses, to sell financial products. Stay current with financial regulations, product updates, and market trends. Team Collaboration : Work with other financial professionals and advisors within Primerica to share knowledge, exchange leads, and collaborate on client solutions. Participate in training programs and continue developing product knowledge and sales skills. Skills and Qualifications : Licensing and Certifications : Must obtain necessary licenses to sell financial products (e.g., life insurance license, securities, etc.). Primerica provides support in obtaining these licenses. Sales Skills : Ability to prospect, build relationships, and close sales. Communication Skills : Strong verbal and written communication skills to explain complex financial concepts in an understandable way. Financial Knowledge : A good understanding of financial products, market trends, and basic financial planning. Self-motivated and Entrepreneurial : Ability to work independently and manage your own schedule. Ethics and Integrity : A strong commitment to helping clients and acting in their best interest. Career Advancement : Primerica offers a career path where financial representatives can progress into leadership roles, such as team leaders, regional leaders, or even higher management positions within the company. Work Environment : This role often requires a combination of remote work, client meetings (in person or virtual), and office activities. Financial Representatives typically have flexible hours but must be proactive in client interactions and business development. Training and Support : Primerica provides comprehensive training programs, including online resources, seminars, and one-on-one mentoring. Financial representatives receive ongoing support from experienced leaders and a network of other agents to help them succeed in the business. Ideal Candidate Profile : Strong interest in financial services and helping people achieve financial security. Ability to work independently and manage a flexible schedule. Driven, entrepreneurial mindset with a passion for sales and client service. Previous experience in sales, customer service, or financial services is a plus but not required. About Primerica : Primerica is a financial services company focused on helping middle-income families achieve financial independence. They provide a range of products designed to help individuals manage their finances and plan for the future, including life insurance, mutual funds, retirement products, and more. Primerica operates through a network of independent representatives who have the opportunity to build their own businesses while helping clients secure their financial futures. This role provides an excellent opportunity for individuals looking to build a career in the financial services industry, with substantial support and potential for growth. People work on a commission-based compensation structure. Powered by JazzHR