Customer Service Financial Sales Representative

Primerica - Toronto, ON; Toronto; On-site; CAD 100,000 - 125,000; Full time

Job summary

A leading financial services company in Toronto is seeking a Customer Service Financial Sales Representative. This role involves assessing clients' financial situations, discussing goals, and managing client accounts. Candidates should have strong communication skills and a high school diploma, with a preference for degrees in finance. The company offers training and a competitive compensation structure with significant earning potential.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree in finance, business, or a related field is a plus.
• Holding LLQP, CIFC, or CSC certifications is preferred.
• Previous experience in financial services, sales, or customer service is advantageous.
• Knowledge of financial regulations and compliance is an asset.

Responsibilities

• Assess clients’ financial situations to develop personalized plans.
• Discuss financial goals and strategies with clients.
• Manage client accounts and regularly review their needs.
• Prepare financial summaries and investment performance reports.
• Help clients implement financial plans or refer to professionals.
• Maintain regular communication with clients to monitor changes.

Skills

Strong communication skills

Interpersonal skills

Basic understanding of financial products

Proficiency in CRM software

Negotiation and closing skills

Analytical thinking

Ability to multitask

Attention to detail

Education

High school diploma or equivalent

Bachelor’s degree in finance or related field

Tools

Financial management tools

CRM software

Job description

Overview

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 is seeking ambitious, motivated individuals from all backgrounds to join our team of financial professionals. No prior experience is necessary; we provide training and support to help you 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

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.
• Certifications: 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 an 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.

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