Customer Care Representative

Primerica; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A financial services company in Toronto is seeking a motivated individual for a client acquisition and customer support role. The ideal candidate will possess strong communication skills, help manage client accounts, and respond to inquiries about financial products. Opportunities for professional growth and a collaborative work environment are offered, along with discussions about compensation based on qualifications and experience.

Benefits

Opportunities for professional growth

Supportive work environment

Ongoing training and development

Qualifications

• Prior customer service experience in financial services is an asset.
• Must have valid SIN or permit to work in Canada.
• Familiarity with financial products and services is a plus.

Responsibilities

• Identify and engage potential clients through referrals and networking.
• Respond to customer inquiries and provide assistance with financial products.
• Assist clients with managing their financial accounts.
• Resolve customer concerns promptly and effectively.

Skills

Strong communication and interpersonal skills

Ability to work independently

Problem-solving skills

Proficiency in CRM systems

Education

High school diploma or equivalent

Bachelor’s degree in finance, business, or a related field

Tools

Microsoft Office applications

Job description

Key Responsibilities

• New Client Acquisition: Proactively identify and engage potential clients through 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 Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries.
• Problem Solving: Address customer concerns promptly, investigating and resolving issues such as payment discrepancies, transaction errors, and account changes.

Qualifications

• Education: High school diploma or equivalent required; Bachelor’s degree in finance, business, or a related field preferred.
• Experience: Prior customer service experience in financial services, insurance, or banking is an asset.
• Must be able to work in Canada, with Valid SIN, and if not citizen or permanent resident MUST HAVE valid permit.
• Skills:
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Problem‑solving skills with a high level of attention to detail.
  • Familiarity with financial products and services is a plus.
  • Proficiency in CRM systems and Microsoft Office applications.
• Attributes:
  • Empathy and a customer‑first mindset.
  • Strong organizational and time‑management skills.
  • Ability to handle sensitive financial information with confidentiality and professionalism.
  • An attitude of willing to learn and grow.

Why Work with Us?

• Opportunities for professional growth and career advancement.
• Supportive and collaborative work environment.
• Ongoing training and development in financial services and customer relations.
• Compensation: Compensation will be discussed during a face‑to‑face meeting, based on an assessment of your qualifications and experience.