We’re growing a small team in Ottawa and looking for people who are comfortable starting conversations with strangers. The core of this role is outreach: reaching out to prospective clients by phone, message, and email, booking appointments, and then supporting the financial conversations that follow.
Alongside outreach, you’ll learn the day to day side of the business: helping people understand life insurance, investments, and basic financial planning, and following up with clients. It’s adaptable and remote, so it works around school or another job.
What you’ll do
- Reach out to prospective clients through calls, messages, and email
- Book appointments and follow up consistently
- Learn Primerica’s products and process with direct mentorship
- Sit in on client meetings and gradually take on your own
- Keep your pipeline organized in our CRM
About the company
Primerica (NYSE: PRI)
is a publicly traded North American financial services company with over 151,000 licensed independent representatives helping families with insurance, investments, and debt solutions.
What we’re looking for
- Comfortable with outreach and not shy about starting conversations
- Coachable, self-motivated, and consistent
- Strong communication skills
- Comfortable working remotely (video calls, CRM tools)
- Willingness to obtain the required licensing (we guide you through it)
- Sales, customer service, or BD experience is an asset but not required
Compensation and structure
This is an independent contractor role, with commission-based compensation tied to licensed activity. Training and mentorship are provided.