Customer Care Representative

Key Responsibilities

• New Client Acquisition
  :
  Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business.
• Customer Support
  :
  Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests.
• Account Management
  :
  Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries.
• Problem Solving
  :
  Address customer concerns promptly, investigating and resolving issues such as payment discrepancies, transaction errors, and account changes.

• Education: High school diploma or equivalent required;
  Bachelor’s degree in finance, business, or a related field preferred.
• Experience: Prior customer service experience in financial services, insurance, or banking is an asset.
• Work Eligibility in Canada: Must be able to work in Canada, with a valid SIN; if not a citizen or permanent resident, a valid permit is required.
• Skills:
  • Strong communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Problem‑solving skills with a high level of attention to detail.
  • Familiarity with financial products and services is a plus.
  • Proficiency in CRM systems and Microsoft Office applications.
• Attributes:
  • Empathy and a customer‑first mindset.
  • Strong organizational and time‑management skills.
  • Ability to handle sensitive financial information with confidentiality and professionalism.
  • An attitude of willingness to learn and grow.

• Opportunities for professional growth and career advancement.
• Supportive and collaborative work environment.
• Ongoing training and development in financial services and customer relations.

• Compensation will be discussed during a face‑to‑face meeting, based on an assessment of your qualifications and experience.