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About the Role

Primerica is seeking ambitious, motivated individuals from all backgrounds to join our team of financial professionals. This is an opportunity to thrive in a rewarding field, helping families increase their income, secure proper protection, become debt-free, and achieve financial independence.

Responsibilities

• Assess clients' expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance to develop personalized financial plans.
• Discuss financial goals and strategies with clients, offering expert advice in areas like insurance coverage, investment planning, cash management, and tax-efficient strategies.
• Oversee client accounts such as TFSA, RRSP, RESP, FHSA, and RDSP. Regularly review accounts to ensure they align with the clients' evolving financial objectives.
• Prepare and interpret financial summaries, investment performance reports, and income projections to guide clients in making informed decisions.
• Help clients implement financial plans or refer them to trusted professionals for specialized services.
• Maintain regular communication with clients to monitor changes in their financial status and adjust plans accordingly. Build and maintain a strong client base through ongoing relationship management.

Requirements

• High school diploma or equivalent required.
• Holding LLQP, CIFC, or CSC certifications is preferred.
• Previous experience in financial services, sales, or customer service is advantageous.
• Knowledge of financial regulations and compliance is asset.
• Ability to handle sensitive financial information with confidentiality.
• Flexibility to work evenings or weekends, depending on the needs of the financial institution.

Skills

• Strong communication and interpersonal skills.
• Basic understanding of financial products and terminology.
• Ability to multitask and prioritize in a fast-paced environment.
• Proficiency in CRM software and financial management tools.
• Sales-driven, with strong negotiation and closing skills.
• Analytical thinking and attention to detail.

Experience Level

• No prior experience necessary.

Education Level

• Bachelor’s degree in finance, business, or a related field is a plus.

Salary/Compensations

• Competitive, performance-driven compensation structure with significant earning potential.
• Income opportunities tied to client account management and growth.

About the Company

• Primerica is a leader in the financial services industry.
• Our mission is to help families increase their income, secure proper protection, become debt-free, and achieve financial independence.