Posted 3 months ago
Financial Advisor
@ Primerica - Toronto, ON
Toronto, Ontario
Overview
Primerica is hiring a Financial Advisor for its North York office to prospect sales leads, qualify them, and manage existing accounts. The role is full-time and centres on phone and email outreach, customer support, and coordinating meetings with Account Executives. The posting asks for hands-on sales experience, including cold calling, and does not state a salary.
Pay:
$500–$50,000 a day
Responsibilities:
- Prospect new sales leads by phone and email
- Qualify leads and pass them to Account Executives
- Manage and stay in contact with existing accounts
- Answer client calls and emails and suggest products
Requirements summary:
- Hands-on experience with multiple sales techniques, including cold calls
- Experience with CRM software
- Familiarity with MS Excel for spreadsheets and charts
- Understanding of sales performance metrics
Tools & skills
Source and dates
Employer career site / ATS feed · jazzhr
- Employer posting date
- 2026-08-16
- First seen by our source
- 2026-10-09
- Source record updated
- 2026-10-16
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) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
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 |
Primerica is looking for a Financial Advisor to join our team in our North York office. The Financial Advisor prospects sales and qualifies leads for new and existing accounts.
The ideal candidate is someone with high energy, a curiosity about the industry, and tenacity. This person will bring new ideas, think outside the box, have a deep passion for the role and create ways to attain new accounts.
Responsibilities:
- Generate lead flow - 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:
- Hands-on experience with multiple sales techniques (including cold calls)
- Experience with CRM software
- Familiarity with MS Excel (analyzing spreadsheets and charts)
- Understanding of sales performance metrics
Primerica is uniquely positioned to understand the needs of our clients because our Representatives are Main Street families, just like the clients we serve. Our Representatives come from all walks of life and from communities and neighborhoods all across North America.
We start with our complimentary Financial Needs Analysis (FNA) to help you better understand where you are now and then offer financial solutions that can help you get on track to a better financial future.
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