About this role
Key Responsibilities:
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
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.
- 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
- Must be able to work in Canada, with Valid SIN, and if not citizen or permanent resident MUST HAVE valid permit
- 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 willing 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: Compensation will be discussed during a face-to-face meeting, based on an assessment of your qualifications and experience.
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