Elevate your career with Primerica as a Financial Services Representative in Vernon, BC, where you'll deliver essential financial education and tailored solutions to clients. This full time role focuses on serving middle-income families effectively. In this position, you will engage with clients to understand their financial situations, explain Primerica’s offerings, and provide personalized recommendations.

Your daily responsibilities include preparing financial profiles, processing applications accurately, and managing ongoing client correspondence. Collaboration with team members and participating in continuous training are key to enhancing service delivery. Key Responsibilities:
Meet clients to assess their financial needs




Prepare and review financial profiles accurately
Present tailored investment and insurance recommendations
Maintain ongoing relationships through effective follow-up
Collaborate with team and stay updated on regulations Requirements:
Robust background in Finance and Financial Services
Understanding of Investments and life insurance
Proven Customer Service abilities
Relevant education or equivalent experience
Must be available for full-time hours in office in Vernon Utilize your finance skills at Primerica and help shape financial futures in your community.

📌 Primerica Financial Services Representative In Bc Vernon
🏢 Primerica
📍 Vernon