Trouvez votre prochaine possibilité

Détails du poste

Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company supports more than 155,000 licensed independent representatives through a corporate team of over 2,800 employees. Primerica focuses on helping middle-income families with solutions such as term life insurance, mutual funds, annuities, managed investments, and mortgages. Founded nearly five decades ago, Primerica is publicly traded on the New York Stock Exchange under the symbol “PRI,” offering applicants a stable and established work environment. The company also provides entrepreneurial-minded individuals with opportunities to build their own financial services business. Role Description This part-time, contract Sales Associate role is a hybrid position based in Toronto, ON, with a mix of in-office and work-from-home responsibilities. The Sales Associate will support client outreach by scheduling appointments, following up on leads, and providing basic information about Primerica’s financial products and services. Day-to-day tasks include conducting initial client consultations, gathering financial information, and coordinating with licensed representatives for detailed product recommendations. The role also involves maintaining accurate records in CRM tools, assisting with client presentations, and supporting local marketing or informational events. The Sales Associate will collaborate with team members to ensure a positive client experience and may receive training on Primerica’s business model and product offerings. Qualifications Strong communication and interpersonal skills, with the ability to build rapport and explain information clearly to clients and prospects. Customer service and relationship-building skills, including attentive listening, professionalism, and responsiveness to client needs. Sales aptitude or prior experience in sales, retail, or client-facing roles, with comfort making outbound calls and following up on leads. Basic understanding of financial concepts or interest in learning about life insurance, investments, and related financial products. Good organizational and time-management skills, including the ability to manage multiple tasks and maintain accurate records. Comfort using digital tools such as email, video conferencing, and CRM or data-entry systems; proficiency with standard office software. Ability to work both independently and collaboratively in a hybrid environment, including some evenings or weekends as needed. High school diploma or equivalent required; post-secondary education in business, finance, or a related field is an asset. Eligibility to work in Canada and willingness to complete any required licensing or training related to financial services. ABOUT PRIMERICA Primerica Canada's roots date back to 1986 when the company began a revolutionary crusade to transform the life insurance industry. Primerica originated the "Buy Term and Invest the Difference" philosophy which encourages families to purchase affordable term life insurance so they can get the protection they need at a price they can afford and have more money to invest in their family's future. In 2010, Primerica became a newly independent company and is traded on the New York Stock Exchange under PRI. As the largest independent financial services marketing organization in North America, our goal is to dominate the changing financial services landscape for Main Street North America. Primerica Primerica Life Insurance Company of Canada has an A+ rating from A.M. Best* From coast to coast, Canadian families have more than $151 billion of life insurance coverage through Primerica** Primerica Canada currently administers more than $23 billion in Canadian assets*** Responsibilities Take the LLQP to get licensed. Once licensed you can offer clients our products & services Qualifications No experience needed. Will train the right candidate.

Ce que vous ferez

The Sales Associate supports client outreach by scheduling appointments, following up on leads, and conducting initial consultations. They are also responsible for maintaining CRM records and obtaining the LLQP license to offer financial products.

Exigences

A high school diploma is required, and candidates must be eligible to work in Canada. No prior experience is needed as training is provided for the right candidate.

Compétences indiquées

• Gestion du temps · Souhaitée
• Service à la clientèle · Souhaitée
• Communication · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Communication
• Interpersonal Skills
• Customer Service
• Relationship Building
• Sales Aptitude
• Financial Concepts
• Organizational Skills
• Time Management
• CRM Tools
• Digital Literacy
• Outbound Calling
• Client Consultation

Domaines d’emploi

• Sales
• Finance & Accounting
• Customer Service & Support