Sales Associate

Toronto, ON, Canada

Job Description


Primerica Financial Services Canada is looking for sales associates. The basic description and duties are as follows:
Client Acquisition:

  • Identify and reach out to potential clients interested in financial products such as life insurance, mutual funds, annuities, and other investment options.
  • Use networking, referrals, and other strategies to grow the client base.
Financial Product Sales:
  • Present and explain Primerica\'s range of financial products to clients, tailoring solutions to meet their individual needs.
  • Guide clients through the process of selecting and purchasing financial products, ensuring they understand the benefits and risks involved.
  • Client Relationship Management:
  • Build and maintain strong relationships with clients, offering ongoing support and financial advice as needed.
  • Conduct regular reviews of clients\xe2\x80\x99 financial situations and suggest appropriate adjustments to their portfolios.
Training and Development:
  • Continuously learn about new financial products and industry trends through Primerica\xe2\x80\x99s training programs.
  • May involve mentoring or training new associates once experienced.
Compliance:
  • Ensure that all sales activities comply with Primerica\'s policies and relevant financial regulations.
  • Maintain accurate records of all transactions and communications with clients.
Reporting:
  • Report sales activities, client interactions, and sales performance to management regularly.
  • Use CRM tools and software to manage client information and track progress.
Powered by JazzHR

PFSL

Beware of fraud agents! do not pay money to get a job

MNCJobz.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.


Related Jobs

Job Detail

  • Job Id
    JD2332733
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Toronto, ON, Canada
  • Education
    Not mentioned