Financial Services Business Development Lead

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

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.