Customer Service Financial Sales Representative
Primerica - Toronto, ON
Company: Primerica – A Leader in the Financial Services Industry
Are you ready to make a meaningful impact in people's lives while building a successful career? Primerica, a top player in the financial services industry, is seeking ambitious, motivated individuals from all backgrounds to join our team of financial professionals. Whether you're experienced or just starting out, this is your opportunity to thrive in a rewarding field – no prior experience is necessary. We provide all the training and support you need to succeed!
Why Choose Primerica?
Our mission is simple: help families increase their income, secure proper protection, become debt-free, and achieve financial independence. By joining Primerica, you’ll be part of a company that truly makes a difference.
Position: Customer Service Financial Sales Representative
Key Responsibilities:
- Financial Analysis: Assess clients' expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance to develop personalized financial plans.
- Client Consultations: Discuss financial goals and strategies with clients, offering expert advice in areas like insurance coverage, investment planning, cash management, and tax-efficient strategies.
- Account Management: Oversee client accounts such as TFSA , RRSP , RESP , FHSA , and RDSP . Regularly review accounts to ensure they align with the clients' evolving financial objectives.
- Document Preparation: Prepare and interpret financial summaries, investment performance reports, and income projections to guide clients in making informed decisions.
- Plan Implementation: Help clients implement financial plans or refer them to trusted professionals for specialized services.
- Client Relationship Management: Maintain regular communication with clients to monitor changes in their financial status and adjust plans accordingly. Build and maintain a strong client base through ongoing relationship management.
Qualifications:
- Education: High school diploma or equivalent required; a Bachelor’s degree in finance, business, or a related field is a plus.
- Holding LLQP , CIFC , or CSC certifications is preferred.
- Experience: Previous experience in financial services, sales, or customer service is advantageous.
Skills:
- Strong communication and interpersonal skills.
- Basic understanding of financial products and terminology.
- Ability to multitask and prioritize in a fast-paced environment.
- Proficiency in CRM software and financial management tools.
- Sales-driven, with strong negotiation and closing skills.
- Analytical thinking and attention to detail.
Other Requirements:
- Knowledge of financial regulations and compliance is asset.
- Ability to handle sensitive financial information with confidentiality.
- Flexibility to work evenings or weekends, depending on the needs of the financial institution
Compensation:
This role offers a competitive, performance-driven compensation structure with significant earning potential, including income opportunities tied to client account management and growth. Compensation details will be discussed further during the interview process to provide a comprehensive understanding of the earning potential in this role.
This position is ideal for individuals with an interest in finance and sales, who enjoy helping customers make informed financial decisions.
Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Customer Service Financial Sales Representative in North York, ON vacancy
- ...Description Job Description If you love your community and want to get paid for building real relationships in it, this is the outside sales opportunity built for that — not a desk job, not a call centre. ???? Proudly designed, printed, and distributed by Canadians, for...SuggestedPermanent employmentFor contractorsSelf employmentLocal area
Best Version Media
North York, ON9 days ago $22 per hour
...Job Responsibility: We are looking for a Customer Service Representative- Bilingual for a client located in Toronto. They are a leading distributor of frames, sunglasses, lenses, and lab services. Responsibilities: · Answering incoming phone calls on the services line...SuggestedHourly payPermanent employmentFull timeMonday to fridayShift workDay shift- ...About The Job Primerica a leading company in the Financial Services industry, is seeking ambitious individuals from all backgrounds to join... ...with your network, establish and maintain strong customer relationships, offering guidance, and providing solutions to...SuggestedFull timePart time
$900 - $1400 per week
...Description Job Description RPM @ Home is a growing Canadian home services company with 8 offices nationwide. We specialize in attic... ...looking for friendly, motivated individuals to join our residential sales team. No previous experience is required- we’ll provide the...SuggestedWeekly payWork at officeThe RPM Groups
North York, ON20 days ago$19.8 - $24.75 per hour
...Requisition Number: 238057 Job Description Cintas is seeking an Assistant Route Service Sales Representative. Responsibilities include providing route service to a set customer base, through the pick-up and delivery of uniforms and facility services products such as floor...SuggestedRemplacementFull timeTemporary workLocal areaShift workDay shift$18 - $30 per hour
...commercial (general) Work setting On-site customer service Business services Retail business... ...dates Oversee the preparation of sales and orders Prepare sales or other... ...Creativity Positive attitude Benefits Financial benefits Bonus Commission...Permanent employmentFull timeContract workPart timeRemote work- ...Kognitive Sales Solutions is growing its in-store sales team and we are... ...Canadian retailer, meeting customers where they shop and helping them discover a financial product from one of Canada's trusted... ...agencies ~ The opportunity to represent a household-name Canadian brand...Hourly payPermanent employmentFull timePart timeFlexible hours
$45k - $90k per year
...236717 Job Description Cintas is seeking a Route Service Representative to manage and grow customer accounts in the Rental Division. Our partners drive a... ...other facility service products. Our Route Service Sales Representatives enjoy: • Comprehensive 10-week...Full timeLocal areaShift workWeekend workDay shift$17.5 per hour
...reputation for our unique culture and fun atmosphere. As a Sales Representative at Carry Telecom, the successful candidate must be hard... ...must be eager to learn, possess excellent communication and customer service skills, the ability to problem solve, and be computer literate...Hourly payFull timeFixed term contractCasual workShift workWeekend workWeekday work- ...clients' brands to acquire and maintain customer satisfaction. Our commitment to... ...excellence allows our Entry Level Marketing and Sales Representative to continue to capture new markets... ...acquisitions Providing a high level of service unique to every individual in an approachable...Full time
- ...referrals, networking, and outreach, presenting Primerica’s services to bring in new business. Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests. Account...Permanent employmentWork at office
$18 per hour
...currently looking for a Telecommunication Sales Representative who will be working alongside our newest client TELUS, a leading wireless services provider, and will be responsible for... ...will be responsible for interacting with customers selling and promoting products and services...Hourly payFull timeWork at officeImmediate startConnect6 Group Inc.
North York, ONa month ago$84k - $112k per year
...have a current opening for a Customer Revenue Manager and are actively... ...cross functionally with Sales, TM, Finance, SBD, Leadership... ...environment • Knowledge of financial management concepts and principles... ...permitted by law. This range represents the anticipated salary for...Internship$150k per year
...take the first step toward a rewarding sales career in financial products! Job Overview Are you... ...? If yes, we are looking for Dealing Representatives to join our team. As a Dealing Representative... ...products to clients, address customer questions, and concerns while maintaining...FreelanceWork at officeRemote workWork from homeFlexible hours- ...Responsibility: *Job Overview* We are seeking a Wholesale Representative in Cosmetics and Beauty Industry to join our team. The... ...for managing wholesale accounts, providing exceptional customer service, and driving sales growth. *Responsibilities* - Analyze wholesale...Full timePart timeFlexible hours
- ...at the heart of our success. We represent the welcoming spirit of our... ...understand how our products and services fit into everyday life, and we’re excited to show customers how that technology can enhance... ...and Mastercard products ~ Sales Delivery: Finding opportunities...Hourly payContract workPart timeLocal areaShift workAfternoon shift
$65k - $77k per year
...claims transactions Store, update and retrieve financial data Provide clients with information Sort... ...and process financial transactions Notify customers regarding account discrepancies Provide customer service Additional information Work conditions and...Permanent employmentFull timeRemote work$71.99k per year
...both in person and remotely. Responsibilities Tasks Keep financial records and establish, maintain and balance various accounts... ...plan Disability benefits Health care plan Paramedical services coverage Vision care benefits Financial benefits Bonus...Long term contractPermanent employmentFull timeRemote work$17.95 per hour
...enjoys connecting with people? Kognitive Sales Solutions is hiring Retail Sales Consultant across Canada to represent one of the country's most trusted financial brands inside major retail locations... .... Responsibilities ~ Engage customers directly on the retail floor and...Hourly payLong term contractPermanent employmentFull timePart timeFlexible hours$101.65k - $135.53k per year
...We have a current opening for a Sales Finance & Planning Manager and are... ...sales organization by providing financial leadership in Trade Spend management, pricing, customer profitability and strategic... ...factors permitted by law. This range represents the anticipated salary for this...InternshipWork at office$700 - $1000 per week
...Responsibility: Are you motivated to build a lasting career in sales and customer service? We are seeking a future-focused individual to take on a... ...and driving sales metrics. Our firm is a proud authorized representative of Rogers Communications, and we are tasked to expand our...Long term contractFull timeMonday to fridayShift work- ...Reporting to the Senior Manager, Marketing, the Customer Marketing Manager will lead marketing... .... This role will focus on delivering sales and marketing campaigns that drive customer... ...execution Providing superior customer service to internal and external stakeholders Support...Long term contractFull time
$18.5 - $22 per hour
...remotely. Work setting Food service establishment Restaurant... ...control standards Address customers' complaints or concerns Maintain... ...records of stock, repairs, sales and wastage Prepare food... ...work schedules Benefits Financial benefits ~ Night shift premium...Permanent employmentFull timeRemote workNight shift- ...best quality experience to our patients and customers. LensCrafters is part of... ...with receiving packages or guiding delivery services to the store. Secure doorways to ensure... ...the neighborhood, store services and other customer and patient inquiries ~ Possess a sense...Minimum wagePart timeCasual workLocal area
$16.55 - $19 per hour
...Job Overview We are seeking a motivated and dynamic Inbound and Outbound Sales Representative to join our team. This role is essential in driving sales and providing exceptional customer service. The ideal candidate is a compassionate agent who's able to work with clients...Hourly payFull timeMonday to friday- ...Job Title: Sales Administrator Location: North York (onsite) Hours: 9:00 AM –... ...supervision. Key Responsibilities: Customer Deductions: Analyze and process customer... ...that includes street sales and Canada Post services. Reporting: Regular reporting to U.S....Full timeContract workTemporary workPart timeImmediate startMonday to friday
$22 - $24 per hour
...This role is key to driving our sales and supporting seamless event... ...solutions and exceptional service. Build Client Relationships... ..., manage invoices, and handle financial transactions with precision.... ...Communication: Provide top-notch customer service via phone and email....Hourly payFull timeWork at officeMonday to fridayAfternoon shift- ...shine and lead the way for others too. We’re hiring full-time Food Service Supervisors to join our passionate Food Services Team. Alongside... ...job done make a positive impact for our employees and for our customers. In order to meet our commitments, job duties may change or new...RemplacementFull timeWork at officeNight shift
$36 per hour
...computerized information filing systems Perform data entry Provide customer service Maintain and manage digital database Perform basic bookkeeping tasks Consult with clients after sale to provide ongoing support Store items in warehouse, tool room or supply...Permanent employmentFull timeWork at officeWeekend workDay shiftGabi's Wigs Inc.
North York, ON10 days ago$1800 per week
...Description Job Description Outside Sales - Sales Closer Seeking a... ..., communicating products and services, and conducting themselves... ...Home Services needs of customers through home attic assessment... ...person · Deliver excellent customer experience and satisfactory product...Long term contractThe RPM Groups
North York, ON20 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Customer Service Financial Sales Representative. Be the first to apply!
Related searches
- full time customer service representative work from home North York, ON
- work at home customer service representative North York, ON
- customer service associate North York, ON
- customer service representative call centre North York, ON
- customer service agent North York, ON
- client service specialist North York, ON
- customer service advisor North York, ON
- customer experience specialist North York, ON
- customer service security officer North York, ON
- customer service representative full time North York, ON