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Financial Representative 1

@ Primerica - Toronto, ON

Toronto, Ontario

Temps plein
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Primerica is hiring a full-time Business Development Representative at its North York office to prospect and qualify sales leads for new and existing accounts. The role liaises between marketing and sales, handling initial phone and email contact, account follow-up and customer support calls.

Responsabilités :

  • Prospect and qualify new sales leads by phone or email
  • Manage and follow up with existing accounts and leads
  • Coordinate meetings between new clients and Account Executives
  • Answer client calls and emails and identify issues

Résumé des exigences :

  • Experience with CRM software
  • Familiarity with MS Excel, including 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 Business Development Representative to join our team in our North York office. The Business Development Representative is responsible for prospecting sales and qualifying leads for new and existing accounts.

This person will act as a liaison between our marketing and sales teams. He/she will be naturally curious, results-driven, and eager to bring our product/services to new markets.

Responsibilities:

  • Contact and qualify leads - 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:

  • Experience with CRM software
  • Familiarity with MS Excel (analyzing spreadsheets and charts)
  • Understanding of sales performance metrics

About Primerica:

Primerica is the largest independent financial services marketing organization in North America. For more than 40 years, our representatives have served Main Street families just like yours, providing a strong foundation of financial education and offering affordable solutions to meet our clients' needs. To help families better understand their personal finances, Primerica offers the Financial Needs Analysis*(FNA)

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