Financial Representative
Primerica Financial Services – Toronto, ON
About us
Primerica is a leading financial services company in North America, with more than 2,000
corporate employees who support more than 140,000 licensed independent representatives
providing financial education and offering financial products and services to their clients.
Primerica has been operating for more than 40 years and is publicly traded on the New York
Stock Exchange (NYSE) under the symbol "PRI."
https://www.primerica.com/
 

Responsibilities:

• Consult on customer success - Advise customers on how to successfully leverage the product/service based on their unique needs.
• Manage inbound customer communications - Answer incoming calls and emails to address customer questions, request
• Maintain working product knowledge - Act as a product expert to ensure information given to customers is accurate, up-to-date and strategic.
• Track interactions in CRM - Record customers interactions in internal system for cross-functional awareness and relationship development.

Requirements:
 

• Financial Planning Designation (PFP or CFP)
• Finance accreditation, or willingness to obtain it (i.e., LLQP, CIFC or the CSC)
• 2-3 years of proven sales experience in the financial services industry
• Ability to acquire new skill sets to accept new challenges
• An existing network of referrals and approved centers of influence as an asset
Our office is committed to supporting flexible work arrangements when and where available.
Details to be discussed with our hiring manager.
If you have what it takes, reach out to us!