Embark on a rewarding career with Primerica as a Financial Sales Representative. Help clients achieve their financial goals with our comprehensive training and support, ideal for motivated individuals.
At Primerica, we’re looking for ambitious candidates to step into the role of Financial Sales Representative. No prior experience is necessary; we provide the training you need to succeed. Key skills include financial analysis, client consultations, account management, and the ability to establish lasting client relationships.
Key Responsibilities:
• Assess clients’ financial needs and goals
• Discuss strategies for insurance, investments, and taxes
• Manage accounts like TFSA, RRSP, RESP, FHSA, and RDSP
• Prepare financial summaries and reports for clients
• Implement financial plans or refer to specialists
Requirements:
• High school diploma required; degree preferred
• LLQP, CIFC, or CSC certifications are a plus
• Past experience in finance, sales, or customer service
• Solid communication and interpersonal skills
• Sales-driven with negotiation and analytical abilities
Drive client success through financial planning and relationship management at Primerica.
#J-18808-Ljbffr

📌 Financial Sales Representative at Primerica (Toronto)
🏢 Primerica
📍 Toronto