Primerica Financial Services -- Toronto, ON
About us
Primerica is a leading financial services company in North America, with more than 2,000 corporate employees supporting over 140,000 licensed independent representatives. We provide financial education and offer a wide range of financial products and services to our clients.
Founded over 40 years ago, Primerica is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI." Learn more about us.
Responsibilities
- Consult on customer success: Advise customers on how to successfully leverage our products and services based on their unique needs.
- Manage inbound customer communications: Answer calls and emails to address customer questions and requests.
- Maintain product knowledge: Act as a product expert to ensure accurate, up-to-date, and strategic information is provided to customers.
- Track interactions in CRM: Record customer interactions in our internal system to foster cross-functional awareness and relationship development.
Requirements
- Financial Planning Designation (PFP or CFP)
- Finance accreditation or willingness to obtain (e.g., LLQP, CIFC, or CSC)
- 2-3 years of proven sales experience in the financial services industry
- Ability to acquire new skill sets and accept new challenges
- An existing network of referrals and approved centers of influence is considered an asset
Our office is committed to supporting flexible work arrangements where possible. Details will be discussed with our hiring manager.
If you meet these qualifications, we encourage you to reach out to us!
