Financial Services Specialist

Position: Primerica Financial Services Specialist
Join Primerica as a Financial Services Specialist, serving clients across Canada. This role emphasizes assessing clients' financial needs and recommending suitable insurance and investment products.

As a full-time or part-time Financial Services Representative, you will provide essential support to clients in understanding their financial situations. You'll conduct needs analyses, prepare basic financial strategies, and maintain regular contact to ensure client satisfaction and education. Your proactive approach will help clients navigate their financial journeys successfully.

Key Responsibilities:

• Conduct financial needs analyses for individual clients

• Provide clear explanations of financial concepts and products

• Recommend tailored insurance and investment solutions

• Assist with policy changes and account servicing

• Offer ongoing education and support to clients

Requirements:

• Minimum of a High School Diploma

• Excellent customer service and professional communication skills

• Readiness to obtain necessary licenses for products

• Commitment to clients' best interests and ethical standards

• Strong time management skills for client interactions

Leverage your skills in customer service with Primerica to empower clients on their financial paths.
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