Financial Representative 1

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

Job summary

A leading financial services company in Toronto is seeking a Business Development Representative to prospect sales and qualify leads. You will act as a liaison between marketing and sales teams, manage current accounts, and provide customer support. Ideal candidates should have experience with CRM software and be proficient in MS Excel. The role offers a dynamic environment with a focus on financial education and client service.

Responsibilities

• Contact and qualify leads by making initial phone or email contact.
• Manage current accounts and create brand awareness.
• Provide customer support by answering client calls and emails.

Skills

Experience with CRM software

Familiarity with MS Excel

Understanding of sales performance metrics

Job description

Overview

Primerica is looking for a Business Development Representative to join our team in our North York office. The Business Development Representative is responsible for prospecting sales and qualifying leads for new and existing accounts.

This person will act as a liaison between our marketing and sales teams. He/she will be naturally curious, results-driven, and eager to bring our product/services to new markets.

Responsibilities

• Contact and qualify leads - 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

• Experience with CRM software
• Familiarity with MS Excel (analyzing spreadsheets and charts)
• Understanding of sales performance metrics

About Primerica

Primerica is the largest independent financial services marketing organization in North America. For more than 40 years, our representatives have served Main Street families just like yours, providing a strong foundation of financial education and offering affordable solutions to meet our clients' needs. To help families better understand their personal finances, Primerica offers the Financial Needs Analysis * (FNA)

Commitment

Are you willing to dedicate at least 2 days a week for this position? * Yes No

Expectations

What do you hope to gain or achieve through this opportunity?

Eligibility

Are you permitted to work in Canada? * Yes No

Background Check

Are you willing to undergo a background check? * Yes No

Commute

Are you willing to commute to our office address in North York, at 3550 Victoria Park Avenue? * Yes No