Position: Management Trainee
Company: Primerica Financial Services Ltd.
Location: North York, ON
Job Type: Full-Time / Part-Time
Industry: Financial Services, Insurance, Investments, ManagementOverview:

The Management Trainee program at Primerica is designed for individuals who aspire to grow into leadership roles within the financial services industry. As a Management Trainee, you will be trained in all aspects of Primerica's business, from sales and client service to leadership and team management. This program is intended to prepare you for a managerial position while you learn how to manage teams, develop sales strategies, and guide clients toward achieving their financial goals.

Key Responsibilities:

1. Leadership Development:

   • Work closely with senior leaders and mentors to understand the leadership structure and management practices within Primerica.
   • Participate in leadership training programs to develop key management skills, including team leadership, motivation, performance management, and strategic planning.
   • Take on increasing responsibility for managing small teams, ensuring high productivity and performance.

2. Sales & Financial Services Knowledge:

   • Learn Primerica's full range of financial products and services, including life insurance, investment solutions, retirement planning, and debt management.
   • Gain hands-on experience by participating in the sales process, conducting client meetings, and understanding how to provide customized financial plans.
   • Help train and mentor new team members on sales techniques, product knowledge, and client engagement strategies.

3. Client Relationship Management:

   • Build and maintain strong relationships with both clients and team members.
   • Assist in educating clients on the importance of financial planning and guide them through their financial decisions.
   • Ensure that clients receive personalized services and solutions that align with their financial goals and needs.

4. Team & Project Management:

   • Support team members by setting goals, tracking progress, and helping them overcome challenges.
   • Take part in recruiting, training, and motivating new associates to grow the business.
   • Participate in team meetings and sales campaigns to help boost overall performance and company growth.

5. Sales Strategy & Goal Achievement:

   • Assist in setting personal and team sales goals, while contributing to the development and implementation of sales strategies.
   • Monitor progress toward goals, assess performance, and adjust strategies as necessary to ensure success.
   • Gain experience in financial forecasting, budgeting, and resource allocation as part of the management process.

6. Operational Support:

   • Help oversee day-to-day operations within the office, ensuring that processes run smoothly and efficiently.
   • Manage and organize schedules, client meetings, and administrative tasks to ensure that all activities are completed on time and within company guidelines.
   • Ensure compliance with all regulations and internal policies related to financial services and insurance products.

7. Training & Development:

   • Participate in Primerica's structured training programs to enhance your skills in leadership, sales, marketing, financial services, and business operations.
   • Work with other management trainees to collaborate on projects, share insights, and strengthen your leadership capabilities.
   • Mentor and support new associates as they progress through their training and begin their career in financial services.

Qualifications:

• Education: High school diploma or equivalent required. A bachelor's degree in business, finance, marketing, or a related field is a plus but not mandatory.
• Experience: No prior financial services or management experience required. However, previous experience in leadership, sales, or customer service is beneficial.
• Skills:
  • Strong leadership, interpersonal, and communication skills.
  • Ability to manage and motivate a team.
  • Self-starter with a goal-oriented mindset and the ability to work independently.
  • Interest in personal finance, investments, and business management.
  • Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).
• Licensing & Training: Must be willing to obtain necessary licenses as part of the training program. Primerica provides the required training to help you succeed.

Benefits:

• Flexible working hours.
• Career advancement opportunities into leadership roles, including Regional Director and higher positions.
• Comprehensive training programs, including ongoing education and professional development.
• Access to Primerica's full suite of financial products for both personal and business use.
• A supportive work environment with access to coaching, mentorship, and leadership development.

About Primerica:

Primerica is a leading financial services company that provides a wide range of products and services to help individuals and families achieve financial independence. From life insurance to investment products, Primerica is committed to educating and empowering clients to make sound financial decisions. As part of the Primerica team, you will have the opportunity to work in a dynamic, entrepreneurial environment where you can grow both personally and professionally.

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