Customer Service Representative

Primerica; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial services company in Toronto is seeking a Customer Service Representative to provide exceptional support to clients. This role requires strong communication skills and a customer-focused attitude, helping clients navigate financial products and addressing their inquiries. The ideal candidate will have a high school diploma (Bachelor’s preferred) and prior customer service experience. Join our team to make a positive impact in clients' financial journeys within a collaborative working environment.

Benefits

Opportunities for professional growth

Supportive and collaborative work environment

Ongoing training and development

Qualifications

• Prior customer service experience in financial services or banking is an asset.
• Must work in Canada with a Valid SIN; if not a citizen or permanent resident, must have a valid permit.

Responsibilities

• Proactively identify and engage potential clients.
• Respond to customer inquiries via phone, email, and in-person.
• Assist clients with managing their financial accounts.
• Address customer concerns promptly and effectively.
• Offer guidance on financial products.
• Foster positive relationships for customer retention.
• Maintain accurate records in the CRM system.
• Ensure compliance with company policies and legal requirements.

Skills

Strong communication and interpersonal skills

Problem‑solving skills

Ability to work independently

Familiarity with financial products and services

Proficiency in CRM systems and Microsoft Office

Education

High school diploma or equivalent

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

Tools

CRM systems

Microsoft Office

Job description

About Primerica:

At Primerica Financial Services, we are committed to helping families and individuals achieve financial independence. We provide education, tools, and financial products that empower our clients to build secure futures. We believe in offering personalized service and expert guidance in every step of their financial journey.
Primerica is a publicly traded on the NYSE under ticker symbol PRI.

Position Overview:

We are looking for a dynamic and customer-focused Customer Service Representative to join our team. In this role, you will serve as the primary point of contact for our clients, assisting them with financial products and services, addressing inquiries, and ensuring an exceptional customer experience. This is an excellent opportunity to grow within the financial services industry, contributing to a company dedicated to making a positive impact on the lives of its clients.

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.
• Financial Education: Offer guidance to clients on financial products, including life insurance, investments, loans, and savings plans, while ensuring they understand their options.
• Customer Retention: Foster positive relationships with clients, ensuring satisfaction and promoting long-term loyalty to Primerica’s services.
• Record Keeping: Maintain accurate records of customer interactions, account updates, and service requests in our CRM system.
• Compliance: Ensure all client interactions adhere to company policies, legal requirements, and industry regulations.

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 citizenor permanent residentMUST HAVEvalid 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.

Primerica Financial Services is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

This posting should reflect Primerica’s focus on helping families and promoting financial independence. Let me know if you'd like any revisions or specific details included!