Sales Associate

Toronto, ON, Canada

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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.

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