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Primerica - Toronto, ON
Financial Sales Representative at PrimericaPrimerica - Toronto, ON • Winnipeg, Canada
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Financial Sales Representative at Primerica

Financial Sales Representative at Primerica

Primerica - Toronto, ON • Winnipeg, Canada
11 days ago
Job type
  • Full-time
Job description
Transform lives with Primerica as a Customer Service Financial Sales Representative. No prior experience required; thrive in a fulfilling role with comprehensive training and support.

Primerica is seeking motivated individuals to join our dynamic team in financial services. As a representative, you will engage in financial analysis, client consultations, and account management to help families achieve financial stability. Your efforts will make a meaningful impact, guiding clients through their financial journeys.

Key Responsibilities: • Assess clients' financial situations and develop personalized plans • Offer expert advice on insurance, investments, and cash management • Oversee various client accounts and ensure they meet goals • Prepare detailed financial summaries and reports for informed decisions • Maintain strong client relationships and adapt plans as needed

Requirements: • High school diploma required; Bachelor's in finance is a plus • Preferable certifications: LLQP, CIFC, or CSC • Strong communication and interpersonal skills • Experience in sales or customer service is advantageous • Proficiency in CRM and financial management tools

Make a difference in financial lives while building a rewarding career at Primerica. #J-18808-Ljbffr
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Financial Sales Representative at Primerica • Winnipeg, Canada

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