Primerica Careers Near Me – Financial Services Representative

Website Primerica

Job Description:

Seeking driven, client centric ambitious individuals and aspiring financial services representatives to join our team. The role does not require any previous experience necessarily as we provide a comprehensive training, education and licensing program.

[ads1]

Job Responsibilities:

  • Assisting and educating individuals and families to discuss their current income, insurance needs, financial goals, education plans, current and assisting with mortgage needs, to provide them with a customized plan.
  • Remain current to latest market trends and performance to ensure clients plans are accurate and responsive, suggesting changes and actions as necessary.
  • Your skills will be instrumental in aiding clients with simple proper wealth and asset management, developing financial solutions and goals. As well as determining specific insurance needs.
  • Work is mostly remote and availabilities are in Alberta only at this time.
  • You will, with hard work be able to enjoy and reap the rewards of running your own business while being fully supported.
  • Use computer programs to assist your clients and process business
  • Continued involvement with your clients on a regular basis to monitor needs and any material changes.
  • Comfortable with using the the Zoom platform
  • Make recommendations as needed on investments, financial strategies, debt elimination, proper cash management and insurance coverage

Job Requirements:

  • Strong interpersonal and Customer service skills
  • Pass a government background check (completed by Primerica Financial Services)
  • Canadian Citizen or Permanent Resident
  • Self-motivated
  • 18+years of age

Job Details:

Company: Primerica

Vacancy Type: Full Time

Job Location: Edmonton, AB, CA

Application Deadline: N/A

[ads2]

Apply Here

Vacanciesspot.com


 Report Job