Customer Service Representative

H.B.S Inc; Toronto; On-site; CAD 45,000 - 70,000; Full time

Job summary

H.B.S Inc. in Toronto is seeking a Customer Success Consultant with a focus on financial planning and proven sales experience. This role involves advising clients on financial products, managing communications, and maintaining product expertise. The company supports flexible work arrangements, promoting a positive work-life balance.

Qualifications

• 2-3 years of proven sales experience in the financial services industry.
• Ability to acquire new skill sets and tackle new challenges.
• An existing network of referrals is considered an asset.

Responsibilities

• Consult on customer success and advise on leveraging products/services.
• Manage inbound customer communications via calls and emails.
• Maintain up-to-date product knowledge for accurate customer interactions.
• Track interactions in CRM for awareness and relationship development.

Skills

Customer Success

Financial Planning

Sales Experience

Education

Financial Planning Designation (PFP or CFP)

Finance Accreditation (LLQP, CIFC, or CSC)

Job description

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 who provide financial education and offer financial products and services to their clients.

Operating for over 40 years, Primerica is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI." https://www.primerica.com/

Responsibilities

1. Consult on customer success - Advise customers on how to successfully leverage the product/service based on their unique needs.
2. Manage inbound customer communications - Answer incoming calls and emails to address customer questions and requests.
3. Maintain working product knowledge - Act as a product expert to ensure information given to customers is accurate, up-to-date, and strategic.
4. Track interactions in CRM - Record customer interactions in the internal system for cross-functional awareness and relationship development.

Requirements

• Financial Planning Designation (PFP or CFP)
• Finance accreditation, or willingness to obtain it (e.g., LLQP, CIFC, or the CSC)
• 2-3 years of proven sales experience in the financial services industry
• Ability to acquire new skill sets to 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 when and where available.

Details to be discussed with our hiring manager.

If you have what it takes, reach out to us!

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