Posted 3 months ago
Financial Representative 1
@ Primerica - Toronto, ON
Toronto, Ontario
Overview
Primerica is hiring a full-time Business Development Representative at its North York office to prospect and qualify sales leads for new and existing accounts. The role liaises between marketing and sales, handling initial phone and email contact, account follow-up and customer support calls.
Responsibilities:
- Prospect and qualify new sales leads by phone or email
- Manage and follow up with existing accounts and leads
- Coordinate meetings between new clients and Account Executives
- Answer client calls and emails and identify issues
Requirements summary:
- Experience with CRM software
- Familiarity with MS Excel, including 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 Business Development Representative to join our team in our North York office. The Business Development Representative is responsible for prospecting sales and qualifying leads for new and existing accounts.
This person will act as a liaison between our marketing and sales teams. He/she will be naturally curious, results-driven, and eager to bring our product/services to new markets.
Responsibilities:
- Contact and qualify leads - 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:
- Experience with CRM software
- Familiarity with MS Excel (analyzing spreadsheets and charts)
- Understanding of sales performance metrics
About Primerica:
Primerica is the largest independent financial services marketing organization in North America. For more than 40 years, our representatives have served Main Street families just like yours, providing a strong foundation of financial education and offering affordable solutions to meet our clients' needs. To help families better understand their personal finances, Primerica offers the Financial Needs Analysis*(FNA)
Journal
Only you can see this. Kept on this device, and in your account when you sign in.