Talent.com
Primerica Financial Services
Customer Service RepresentativePrimerica Financial Services • North York, Ontario, CA
Customer Service Representative

Customer Service Representative

Primerica Financial Services • North York, Ontario, CA
6 days ago
Job type
  • Permanent
Job description
About Primerica: At Primerica Financial Services, we are committed to helping families and individuals achieve financial independence. We provide education, tools, and financial products that empower our clients to build secure futures. We believe in offering personalized service and expert guidance in every step of their financial journey. Primerica is a publicly traded on the NYSE under ticker symbol PRI. Position Overview: We are looking for a dynamic and customer-focused Customer Service Representative to join our team. In this role, you will serve as the primary point of contact for our clients, assisting them with financial products and services, addressing inquiries, and ensuring an exceptional customer experience. This is an excellent opportunity to grow within the financial services industry, contributing to a company dedicated to making a positive impact on the lives of its clients. Key Responsibilities: New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primericas 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. Financial Education: Offer guidance to clients on financial products, including life insurance, investments, loans, and savings plans, while ensuring they understand their options. Customer Retention: Foster positive relationships with clients, ensuring satisfaction and promoting long-term loyalty to Primericas services. Record Keeping: Maintain accurate records of customer interactions, account updates, and service requests in our CRM system. Compliance: Ensure all client interactions adhere to company policies, legal requirements, and industry regulations. Qualifications: Education: High school/college diploma, or equivalent required; Bachelors 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: o Strong communication and interpersonal skills. o Ability to work independently and as part of a team. o Problem-solving skills with a high level of attention to detail. o Familiarity with financial products and services is a plus. o Proficiency in CRM systems and Microsoft Office applications. Attributes: o Empathy and a customer-first mindset. o Strong organizational and time-management skills. o Ability to handle sensitive financial information with confidentiality and professionalism. o 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. Primerica Financial Services is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. This posting should reflect Primericas focus on helping families and promoting financial independence. Let me know if you'd like any revisions or specific details included!
Create a job alert for this search

Customer Service Representative • North York, Ontario, CA

Similar jobs

Customer Service Representative in Healthcare

iHealth Solution LtdToronto, ON, CA
Full-time

Elevate your career as a Customer Service Representative focused on client interactions.Deliver accurate support and information to strengthen customer relationships.Your primary responsibilities i... Show more

 • Promoted

Customer Service Representative

TEEMA Solutions GroupToronto, ON, CA
Full-time

Are you highly organized, detail‑oriented, and eager to support a fast‑paced insurance team? Do you thrive in a collaborative environment where your administrative skills help drive business succes... Show more

 • Promoted

Customer Service Representative

TTM TechnologiesToronto, ON, CA
Permanent

Publicly Traded US Company, NASDAQ (TTMI) – Top-5 Global Printed Circuit Board Manufacturer.RF) components, RF microwave/microelectronic assemblies, and technologically advanced printed circuit boa... Show more

 • Promoted

Customer Service Representative

Fuji SprayToronto, ON, CA
Full-time

Fuji Spray is a global leader in paint spray systems and spray guns.With over 40 years in business, we are trusted by professionals and serious DIYers worldwide in woodworking, automotive refinishi... Show more

 • Promoted

Customer Service Representative

BMOToronto, ON, CA
Part-time

Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work... Show more

 • Promoted

P/T Customer Service Representative

TWO MEN AND A TRUCK®Toronto, ON, CA
Full-time

The customer service representative (CSR) is responsible for growing sales by partnering with other franchise staff to provide outstanding customer service to all.Acts as the first point of contact... Show more

 • Promoted

Customer Service Representative

Farm Boy Inc.Toronto, Ontario, Canada
Full-time

If you’re looking for more, you’ve come to the right place.From the moment we opened our doors in 1981, we knew we wanted to be different.The people who work here are special, and that’s what makes... Show more

 • Promoted

Customer Service Representative

Pierre StrandToronto, ON, CA
Full-time

Do you have an impressive and extensive experience in sales and proven track record of success in the field?.I have an exciting opportunity that I think aligns well with your skill set and professi... Show more

 • Promoted

Customer Service Representative

Jill Frisch & Freeze MiniMartToronto, ON, CA
Full-time

About the job Customer Service Representative.We are seeking a customer service representative who will serve as a point of contact, provide details about a vast array of company information, respo... Show more

 • Promoted

Customer Service Representative (CSR)

RGH Commercial Equipment ServicesMarkham, ON, CA
Full-time

RGH Commercial Equipment Service.Customer Service Representative.RGH, a division of Heritage Food Service Group of Canada, is the largest service provider for the food service industry in Toronto (... Show more

 • Promoted

Customer Service Representative

Dexter Construction Company LimitedGoodwood
Full-time +1

Halifax C&D Recycling, part of the Municipal Group of Companies, is currently seeking a bright, individual for the permanent, full-time position as a Customer Service Representationt to join our op... Show more

 • Promoted

Customer Service Representative

Genuine Parts CompanyToronto, ON, CA
Full-time

Under close supervision, the Customer Service Representative is responsible for accurately fulfilling customer orders and managing incoming customer calls.Responds to basic customer inquires regard... Show more

 • Promoted

Customer Service Representative (Onsite)

AlleguardToronto, ON, CA
Full-time

Come join a leader in Protective Foam Solutions! At Alleguard, we’re built from the ground up to expand and shape our customer’s businesses.We understand the diversity of challenges that customers ... Show more

 • Promoted

Customer Service Representative

Menvos HR ConsultingToronto, ON, CA
Full-time

Handle inbound and outbound customer calls.Respond to emails and chat inquiries.Resolve customer complaints and elevate issues when necessary.Maintain records of customer interactions.Provide infor... Show more

 • Promoted

Customer Service Representative (Track And Trace) - $40,000 - $43,000 A Year

Quarterback TransportationToronto County, Canada
Full-time

The Customer Service Representative will track orders, provide customer support, and manage data. Show more

 • Promoted

Retail Customer Service Representative with a Focus on Quality

Farm Boy Inc.Toronto
Full-time

Join a team dedicated to creating exceptional shopping experiences through outstanding customer service.Your role will be key in ensuring customers receive the support they need throughout their vi... Show more

 • Promoted

Customer Service Representative

George Rappos Insurance AgencyNewmarket, ON, CA
Full-time

Customer Service Representative.High volume Desjardins Insurance Agent, located in Newmarket, seeking outgoing career-oriented professional to join our growing team of insurance professionals.As a ... Show more

 • Promoted

Customer Service Representative (1 Year Contract)

BGIS Global Integrated Solutions LimitedMarkham, ON, CA
Full-time

Customer Service Representative (1 Year Contract).At BGIS Sustainable Cleaning Solutions, we are dedicated to providing environmentally responsible and high-quality cleaning services.Our mission is... Show more

 • Promoted

Customer Service Representative

Inspire Direct MarketingToronto, ON, CA
Full-time +1

Customer Service Representative.Quit your day job, come help us save the world!.If you are a mature sales or call centre agent, come join our team of professional fundraisers to elevate your career... Show more

 • Promoted

Customer Service Representative

MotionToronto, ON, CA
Full-time

Under close supervision, the Customer Service Representative is responsible for accurately fulfilling customer orders and managing incoming customer calls.Responds to basic customer inquiries regar... Show more