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Key Responsibilities: New Client Acquisition:  Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in ...Show more
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Care Planning Institute, Inc -.We are a home care aide services agency that has been in business since 2007 and help elderly people stay safe and well in their homes.We provide home care services i...Show more
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VHA Home HealthCare (VHA) is one of the largest not-for-profit home care providers in Ontario.Our team is made up of close to 3,000 caring and committed professionals who love what they do.Our prov...Show more
Overview: Hi ladies, My name is Lori and I'm hiring a weekend caregiver for my mother who lives at Amica on the Avenue located at Avenue Road and Eglinton.She needs assistance from 10 am-8 pm on Sa...Show more
Ewart Angus Homes Incorporated (EAHI) is a not-for-profit charity dedicated to enriching the lives of people living with dementia.Guided by its vision, “Joyful Living.Every Day,” and mission, “Crea...Show more
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Key Responsibilities: New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business.
Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests.
Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries.
Problem Solving: Address customer concerns promptly, investigating and resolving issues such as payment discrepancies, transaction errors, and account changes Key Responsibilities: New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business.
Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests.
Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries.
Qualifications: Education: High school diploma or equivalent required; Bachelor’s degree in finance, business, or a related field preferred.
Experience: Prior customer service experience in financial services, insurance, or banking is an asset Must be able to work in Canada, with Valid SIN, and if not citizen or permanent resident MUST HAVE valid permit Skills: Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Problem-solving skills with a high level of attention to detail.
Familiarity with financial products and services is a plus.
Proficiency in CRM systems and Microsoft Office applications.
Attributes: Empathy and a customer-first mindset.
Strong organizational and time-management skills.
Ability to handle sensitive financial information with confidentiality and professionalism.
An attitude of willing to learn and grow Why Work with Us?
Opportunities for professional growth and career advancement.
Supportive and collaborative work environment.
Ongoing training and development in financial services and customer relations.
Compensation: Compensation will be discussed during a face-to-face meeting, based on an assessment of your qualifications and experience.
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