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Publié il y a 3 mois

Financial Advisor

@ Primerica - Toronto, ON

Toronto, Ontario

500–50k $/jourTemps plein
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Primerica is hiring a Financial Advisor for its North York office to prospect sales leads, qualify them, and manage existing accounts. The role is full-time and centres on phone and email outreach, customer support, and coordinating meetings with Account Executives. The posting asks for hands-on sales experience, including cold calling, and does not state a salary.

Salaire :

500 $–50 000 $ par jour

Responsabilités :

  • Prospect new sales leads by phone and email
  • Qualify leads and pass them to Account Executives
  • Manage and stay in contact with existing accounts
  • Answer client calls and emails and suggest products

Résumé des exigences :

  • Hands-on experience with multiple sales techniques, including cold calls
  • Experience with CRM software
  • Familiarity with MS Excel for spreadsheets and charts
  • Understanding of sales performance metrics

Outils et compétences

Source et dates

Site carrière / système de candidatures · jazzhr

Date publiée par l’employeur
2026-08-16
Première détection par notre source
2026-10-09
Mise à jour du dossier source
2026-10-16

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineVentes
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Primerica - Toronto, ON

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Description complète de l’entreprise

Primerica is a leading provider of financial products and services in North America, with over 2,800 corporate employees who support over 151,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica was founded 48 years ago and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI". Primerica’s focus is on serving the needs of middle-income families by providing products such as term life insurance, mutual funds, annuities, and mortgages. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com. Headquartered in Duluth, GA, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.

Abonnés LinkedIn
244 747
Personnes associées sur LinkedIn
17 690
Bureaux déclarés
  • 1 Primerica Parkway, Duluth, Georgia 30099-0001, US
Catégories d’activité
  • Mortgage
  • Mobile Apps
  • Apps
  • Consulting
  • Life Insurance
  • Marketing
  • Insurance
  • Financial Services
Autres noms enregistrés
  • Primerica - Toronto, ON
  • Primerica
Spécialités
  • Term Life Insurance
  • Investment Services
  • Home and Auto Insurance
  • Pre-Paid Legal Services
  • and Identity Theft Protection
Le profil indique une agence de recrutement
Non
Investissement total déclaré
0

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

Primerica is a leading provider of financial products and services in North America, with over 2,800 corporate employees who support over 151,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica was founded 48 years ago and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI". Primerica’s focus is…

ChampValeur
SecteurFinancial Services
Taille1,001-5,000 employees
Siège socialDuluth, Georgia
Type d’organisationPublic Company
Fondée en1977
SpécialitésTerm Life InsuranceInvestment ServicesHome and Auto InsurancePre-Paid Legal Servicesand Identity Theft Protection
Offres sur Jobsy16
LinkedInVoir la page
Description

Primerica is looking for a Financial Advisor to join our team in our North York office. The Financial Advisor prospects sales and qualifies leads for new and existing accounts.

The ideal candidate is someone with high energy, a curiosity about the industry, and tenacity. This person will bring new ideas, think outside the box, have a deep passion for the role and create ways to attain new accounts.

Responsibilities:

  • Generate lead flow - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the Account Executive. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales lead qualification process.
  • Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals. Coordinate in-person meetings and calls between the new clients and Account Executives.
  • Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.

Requirements:

  • Hands-on experience with multiple sales techniques (including cold calls)
  • Experience with CRM software
  • Familiarity with MS Excel (analyzing spreadsheets and charts)
  • Understanding of sales performance metrics

Primerica is uniquely positioned to understand the needs of our clients because our Representatives are Main Street families, just like the clients we serve. Our Representatives come from all walks of life and from communities and neighborhoods all across North America.

We start with our complimentary Financial Needs Analysis (FNA) to help you better understand where you are now and then offer financial solutions that can help you get on track to a better financial future.

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