Customer Service Financial Sales Representative

Company: Primerica – A Leader in the Financial Services Industry Are you ready to make a meaningful impact in people's lives while building a successful career? Primerica, a top player in the financial services industry, is seeking ambitious, motivated individuals from all backgrounds to join our team of financial professionals. Whether you're experienced or just starting out, this is your opportunity to thrive in a rewarding field – no prior experience is necessary. We provide all the training and support you need to succeed! Why Choose Primerica? Our mission is simple: help families increase their income, secure proper protection, become debt-free, and achieve financial independence. By joining Primerica, you’ll be part of a company that truly makes a difference. Position: Customer Service Financial Sales Representative Key Responsibilities: Financial Analysis: Assess clients' expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance to develop personalized financial plans. Client Consultations: Discuss financial goals and strategies with clients, offering expert advice in areas like insurance coverage, investment planning, cash management, and tax-efficient strategies. Account Management: Oversee client accounts such as TFSA, RRSP, RESP, FHSA, and RDSP. Regularly review accounts to ensure they align with the clients' evolving financial objectives. Document Preparation: Prepare and interpret financial summaries, investment performance reports, and income projections to guide clients in making informed decisions. Plan Implementation: Help clients implement financial plans or refer them to trusted professionals for specialized services. Client Relationship Management: Maintain regular communication with clients to monitor changes in their financial status and adjust plans accordingly. Build and maintain a strong client base through ongoing relationship management. Qualifications: Education: High school diploma or equivalent required; a Bachelor’s degree in finance, business, or a related field is a plus. Holding LLQP, CIFC, or CSC certifications is preferred. Experience: Previous experience in financial services, sales, or customer service is advantageous. Skills: Strong communication and interpersonal skills. Basic understanding of financial products and terminology. Ability to multitask and prioritize in a fast-paced environment. Proficiency in CRM software and financial management tools. Sales-driven, with strong negotiation and closing skills. Analytical thinking and attention to detail. Other Requirements: Knowledge of financial regulations and compliance is asset. Ability to handle sensitive financial information with confidentiality. Flexibility to work evenings or weekends, depending on the needs of the financial institution Compensation: This role offers a competitive, performance-driven compensation structure with significant earning potential, including income opportunities tied to client account management and growth. Compensation details will be discussed further during the interview process to provide a comprehensive understanding of the earning potential in this role. This position is ideal for individuals with an interest in finance and sales, who enjoy helping customers make informed financial decisions.

The role involves assessing client financial needs to develop personalized plans and managing various investment accounts. You will also be responsible for building a client base and maintaining ongoing relationships to monitor financial progress.

A high school diploma is required, with a bachelor's degree in finance or business considered an asset. Candidates should possess strong communication skills and have an interest in financial services and sales.

• Attention to detailPreferred
• SalesPreferred
• CommunicationPreferred
• Financial analysisPreferred

Identified from the job description. Confirm important requirements above.

• Financial analysis
• Client consultations
• Account management
• Financial planning
• Communication
• Interpersonal skills
• Multitasking
• CRM software
• Financial management tools
• Sales
• Negotiation
• Closing skills
• Analytical thinking
• Attention to detail
• Regulatory compliance
• Financial Sales
• Relationship Management
• Analytical Thinking
• Customer Relationship Management (CRM) Software
• Planning
• Account Management
• Financial Institution
• Customer Relationship Management
• Investments
• Cash Management
• Customer Service
• Closing Skills
• Confidentiality
• Document Preparations
• Finance
• Financial Services
• Financial Management
• Financial Analysis
• Financial Regulations
• Leadership
• Interpersonal Communications
• Investment Performance
• Risk Aversion
• Tax Efficiency
• Prioritization
• Detail Oriented

• Finance & Accounting
• Sales
• Customer Service & Support
• Customer Service/Sales Representative
• Financial Services Representative
• Technical and Medical Sales Professionals (excluding ICT)
• Securities, Commodities, and Financial Services Sales Agents

Minimum education

High school

Minimum experience

0+ years

Apply by

Nov 15, 2026

Posting language

English

Working hours

40 hours per week