Financial Representative Role in Toronto
Primerica - Toronto, ON • toronto, Canada
Role Description
Explore an exciting entry-level position as a Financial Representative with Primerica in Toronto. This opportunity offers flexible scheduling while you gain skills in basic financial planning and client support.
In this part-time or full-time role, you'll be trained to assist clients in navigating their financial needs, from budgeting to insurance guidance. You will receive comprehensive training and work closely within a supportive team. Building strong relationships with clients will be key to your success.
Key Responsibilities:
• Help clients with financial education and planning
• Provide advice on insurance and savings strategies
• Cultivate and maintain client relationships
• Engage in ongoing team training and meetings
Requirements:
• Strong communication skills are a must
• Self-motivated and ready to learn from experts
• Comfortable working directly with clients
• LLQP and/or IFIC license required, or willingness to pursue
• No previous expe...
In this part-time or full-time role, you'll be trained to assist clients in navigating their financial needs, from budgeting to insurance guidance. You will receive comprehensive training and work closely within a supportive team. Building strong relationships with clients will be key to your success.
Key Responsibilities:
• Help clients with financial education and planning
• Provide advice on insurance and savings strategies
• Cultivate and maintain client relationships
• Engage in ongoing team training and meetings
Requirements:
• Strong communication skills are a must
• Self-motivated and ready to learn from experts
• Comfortable working directly with clients
• LLQP and/or IFIC license required, or willingness to pursue
• No previous expe...