Posted 3 months ago
Customer Service Financial Sales Representative
@ Primerica - Toronto, ON
Ontario
Overview
Primerica is hiring a Customer Service Financial Sales Representative in Toronto on a full-time basis. The role involves assessing clients' finances, consulting on insurance, investment and tax strategies, and managing registered accounts such as TFSA, RRSP and RESP. Training is provided, no prior experience is required, and the posting notes possible evening or weekend work with compensation tied to performance.
Responsibilities:
- Assess clients' income, expenses, insurance and tax status
- Advise clients on insurance, investment and cash management
- Manage TFSA, RRSP, RESP, FHSA and RDSP accounts
- Prepare financial summaries and income projections
- Maintain ongoing client relationships
Requirements summary:
- High school diploma or equivalent required
- Finance or business degree a plus
- LLQP, CIFC or CSC certification preferred
- Experience in financial services, sales or customer service advantageous
- Strong communication and sales skills
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · jazzhr
- Employer posting date
- 2026-08-16
- First seen by our source
- 2026-10-11
- Source record updated
- 2026-10-11
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Sales |
| Hours per week | 40 (estimated) |
| Schedule | day, evening |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Licences & certifications | LLQP, CIFC, CSC |
| Education | High school (required), Bachelor’s degree (preferred) |
| Fields of study | finance, business |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Primerica - Toronto, ON
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
Primerica is a leading provider of financial products and services in North America, with over 2,800 corporate employees who support over 151,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica was founded 48 years ago and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI". Primerica’s focus is on serving the needs of middle-income families by providing products such as term life insurance, mutual funds, annuities, and mortgages. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com. Headquartered in Duluth, GA, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.
- LinkedIn followers
- 244,747
- People associated on LinkedIn
- 17,690
- Reported office locations
- 1 Primerica Parkway, Duluth, Georgia 30099-0001, US
- Business categories
- Mortgage
- Mobile Apps
- Apps
- Consulting
- Life Insurance
- Marketing
- Insurance
- Financial Services
- Other recorded names
- Primerica - Toronto, ON
- Primerica
- Specialties
- Term Life Insurance
- Investment Services
- Home and Auto Insurance
- Pre-Paid Legal Services
- and Identity Theft Protection
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Primerica is a leading provider of financial products and services in North America, with over 2,800 corporate employees who support over 151,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica was founded 48 years ago and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI". Primerica’s focus is…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 1,001-5,000 employees |
| Headquarters | Duluth, Georgia |
| Organization type | Public Company |
| Year founded | 1977 |
| Specialties | Term Life InsuranceInvestment ServicesHome and Auto InsurancePre-Paid Legal Servicesand Identity Theft Protection |
| Open jobs on Jobsy | 16 |
| View page |
Company: Primerica – A Leader in the Financial Services Industry
Are you ready to make a meaningful impact in people's lives while building a successful career? Primerica, a top player in the financial services industry, is seeking ambitious, motivated individuals from all backgrounds to join our team of financial professionals. Whether you're experienced or just starting out, this is your opportunity to thrive in a rewarding field – no prior experience is necessary. We provide all the training and support you need to succeed!
Why Choose Primerica?
Our mission is simple: help families increase their income, secure proper protection, become debt-free, and achieve financial independence. By joining Primerica, you’ll be part of a company that truly makes a difference.
Position: Customer Service Financial Sales Representative
Key Responsibilities:
- Financial Analysis: Assess clients' expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance to develop personalized financial plans.
- Client Consultations: Discuss financial goals and strategies with clients, offering expert advice in areas like insurance coverage, investment planning, cash management, and tax-efficient strategies.
- Account Management: Oversee client accounts such as TFSA, RRSP, RESP, FHSA, and RDSP. Regularly review accounts to ensure they align with the clients' evolving financial objectives.
- Document Preparation: Prepare and interpret financial summaries, investment performance reports, and income projections to guide clients in making informed decisions.
- Plan Implementation: Help clients implement financial plans or refer them to trusted professionals for specialized services.
- Client Relationship Management: 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.
Qualifications:
- Education: High school diploma or equivalent required; a Bachelor’s degree in finance, business, or a related field is a plus.
- Holding LLQP, CIFC, or CSC certifications is preferred.
- Experience: Previous experience in financial services, sales, or customer service is advantageous.
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.
Other Requirements:
- 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
Compensation:
This role offers a competitive, performance-driven compensation structure with significant earning potential, including income opportunities tied to client account management and growth. Compensation details will be discussed further during the interview process to provide a comprehensive understanding of the earning potential in this role.
This position is ideal for individuals with an interest in finance and sales, who enjoy helping customers make informed financial decisions.
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