Financial Representative

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Job ID:

466560

Location:

Toronto, ON 

Category:

Accounting/Auditing, Customer Service, Finance/Banking, Sales/Sales Mgmt, Senior Finance/Banking Positions
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Postal Code:

M2H2N5

Employment Type:

Full Time, Part Time, Contract

Posted:

09.13.2024
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Job Description:

What is the opportunity?

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/
 

What will you do?
 

  • Provide tailor-made financial planning advice and help clients reach their goals, using our unparalleled array of investment, insurance, and debt solutions

  • Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets

  • Cultivate relationships with service partners and local markets to optimize business opportunities and referrals

  • Participate in professional development programs to help you stay at the top of your game

 

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

  • A comprehensive total rewards program that prioritizes your overall wellbeing, with flexible work schedule based on client preferences and your own work/life balance

  • Training bonus to get you started and unlimited earning potential through commission and fees

  • World-class training programs and career development opportunities

  • A supportive, inclusive culture and team that celebrates your unique perspectives, background and experience so you can bring your whole self to work, every day.

    Job Requirements:

    What do you need to succeed?
     

    Must-have

    • Demonstrated passion for putting clients first, as well as success in hands-on, target-driven solutions environment
    • Drive and self-motivation, as well as excellent communication skills and emotional intelligence
    • Eagerness to learn and determination to succeed
    • Confidence and ability to learn financial concepts and willingness to obtain the Investment Funds in Canada or the Canadian Securities Course



    Nice to have:

    • Track record in building rapport and maintaining client relationships within the financial, service or retail industry
    • Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Life Licence Qualification Program (LLQP)
      Company Info
      Primerica Financial Services
      Toronto, ON, Canada

      Phone: (647) 967-3220
      Web Site: www.primerica.com

      Company Profile


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