Position: Sales Associate
Company: Primerica
Location: North York, ON
Job Type: Full-Time / Part-Time
Industry: Financial Services, Insurance, InvestmentOverview:

Primerica is a leading financial services company that offers a range of products, including life insurance, investments, and other financial solutions. As a Sales Associate, you will be responsible for promoting and selling Primerica's financial products to individuals, families, and small businesses, while providing exceptional customer service and building long-term relationships.

Key Responsibilities:

1. Product Sales & Marketing:

   • Promote Primerica's products and services, including term life insurance, investments, debt management, and other financial solutions.
   • Identify and target potential customers, including individuals and families looking to improve their financial security.
   • Present financial plans tailored to clients' needs and goals, helping them make informed decisions about investments, and financial management.

2. Client Relationship Management:

   • Build and maintain strong relationships with clients, ensuring high levels of customer satisfaction and trust.
   • Follow up with clients regularly to ensure ongoing financial needs are being met and recommend product upgrades or changes based on evolving goals.

3. Financial Education:

   • Educate clients on the importance of financial planning, budgeting, and risk management.
   • Host seminars, webinars, or one-on-one meetings to help clients understand complex financial concepts and products.

4. Compliance & Documentation:

   • Ensure compliance with all legal and regulatory requirements related to the sale of financial products.
   • Complete necessary paperwork, including applications, contracts, and financial planning documents accurately and in a timely manner.

Qualifications:

• Education: High school diploma or equivalent. A bachelor's degree is a plus but not required.
• Skills:
  • Strong interpersonal and communication skills.
  • Ability to build and maintain relationships with clients.
  • Self-motivated with a goal-oriented mindset.
  • Basic financial literacy and interest in personal finance and investments.
• Experience: No prior sales or financial services experience required; training is provided.

Benefits:

• Flexible hours and the option to work from home.
• Access to Primerica's training resources and professional development programs.

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