Primerica Application – Investment Professional

Website Primerica

Job Description:

As a member of our team, you will be trained to service clients and work with other team members in formulating financial plans for clients. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals.

Job Responsibilities:

  • Working in collaboration with other team members to construct thorough and holistic plans & strategies for clients
  • Making sure that all proposals and advice fit clients’ needs as closely as possible within our company guidelines
  • Setting up client appointments, confirming appointments prior to supposed time & following up with clients after the appointment
  • Taking the lead in client outreach and being committed to excellent customer service
  • Routinely being able to identify opportunities to improve the client experience and collect referrals in the process

Job Requirements:

  • Video conferencing applications, including Zoom, WebEx, Microsoft Teams
  • Excellent interpersonal skills
  • Computer proficiency in MS Office, Word, Excel, Power Point, Outlook and Internet Explorer is required

Job Details:

Company: Primerica

Vacancy Type: Part Time

Job Location: Markham, ON, CA

Application Deadline: N/A

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