Financial Advisor

Primerica; Toronto; On-site; CAD 50,000 - 70,000; Full time

Job summary

A financial services company in Toronto is seeking a motivated Financial Advisor to prospect sales and manage accounts. The ideal candidate has a passion for sales, is familiar with CRM tools, and can analyze data in Excel. Responsibilities include generating leads and ensuring customer satisfaction through support. Join a team that understands the needs of families across North America.

Qualifications

• Hands-on experience with multiple sales techniques including cold calls.
• Experience with CRM software.
• Familiarity with MS Excel for analyzing spreadsheets and charts.
• Understanding of sales performance metrics.

Responsibilities

• Generate lead flow by prospecting new sales leads and preparing them for the Account Executive.
• Manage current accounts and create brand awareness through educational opportunities.
• Provide customer support by answering calls and emails, identifying issues, and suggesting products.

Skills

Sales techniques

CRM software

MS Excel

Understanding of sales metrics

Job description

Primerica is looking for a Financial Advisor to join our team in our North York office. The Financial Advisor prospects sales and qualifies leads for new and existing accounts.

The ideal candidate is someone with high energy, a curiosity about the industry, and tenacity. This person will bring new ideas, think outside the box, have a deep passion for the role and create ways to attain new accounts.

Responsibilities:

• Generate lead flow - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the Account Executive. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales lead qualification process.
• Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals. Coordinate in-person meetings and calls between the new clients and Account Executives.
• Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.

Requirements:

• Hands-on experience with multiple sales techniques (including cold calls)
• Experience with CRM software
• Familiarity with MS Excel (analyzing spreadsheets and charts)
• Understanding of sales performance metrics

Primerica is uniquely positioned to understand the needs of our clients because our Representatives are Main Street families, just like the clients we serve. Our Representatives come from all walks of life and from communities and neighborhoods all across North America.

We start with our complimentary Financial Needs Analysis (FNA) to help you better understand where you are now and then offer financial solutions that can help you get on track to a better financial future.