Make a significant difference in clients' lives by becoming a Financial Sales Expert with Primerica. This role combines financial consulting with client engagement and development in a supportive workplace.
Pursue a fulfilling career as a Financial Sales Expert at Primerica, specializing in guiding clients towards financial independence. You will engage in consultations, undertake financial analyses, and manage client accounts like TFSA and RRSP. Our team prioritizes collaboration and growth, and we offer extensive training to new and aspiring professionals.
Key Responsibilities:
• Assess clients' income and financial coverage
• Offer expert financial consultation and planning
• Oversee various client accounts and investments




• Prepare documentation and performance reports
• Implement financial strategies tailored for clients
Requirements:
• High school diploma required; degree in finance is a plus
• Certifications such as LLQP or CIFC are preferred
• Previous customer service or sales experience
• Excellent communication and negotiation skills
• Ability to manage sensitive information with discretion
Become a trusted financial advisor helping families thrive at Primerica.
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📌 Join Primerica as a Financial Sales Expert (Toronto)
🏢 Primerica
📍 Toronto