Financial Representative

Company Description: Primerica Financial Services is a leading financial services organization dedicated to helping middle-income families across North America build more secure financial futures. With a strong presence throughout the U.S. and Canada, the company provides clear financial education and access to essential products tailored to the needs of hardworking households. Primerica offers term life insurance, mutual funds, and other solutions focused on protection and long-term growth. The company emphasizes an education-first approach, ensuring clients understand how money works and which options fit their goals. Licensed representatives collaborate closely with clients to create customized strategies that support both immediate security and future financial peace of mind.

Role Description: This hybrid Financial Representative role is based in North York, ON, with a combination of in-office work and some work-from-home flexibility. The Financial Representative meets with clients to assess their financial situations, explain core financial concepts, and recommend appropriate solutions such as term life insurance, investment products, and retirement strategies. Daily activities include conducting needs analyses, preparing and presenting financial plans, and following up with clients to review progress and adjust strategies. The role also involves maintaining licensing requirements, staying current on market trends and company offerings, and participating in training sessions and team meetings. Building trust-based relationships, managing a client pipeline, and upholding compliance standards are central to this position.

Qualifications

• Strong knowledge of Finance and Financial Planning, with the ability to analyze client needs and develop tailored strategies.
• Understanding of Insurance products, particularly term life insurance, and their role in risk management and family protection.
• Experience or education in Investments and Retirement Planning, including long-term savings and wealth-building approaches.
• Excellent communication and interpersonal skills, with the ability to explain financial concepts in clear, accessible language.
• High level of integrity, professionalism, and commitment to client-focused service.
• Ability to work effectively in a hybrid environment in North York, ON, managing both in-person meetings and virtual interactions.
• Relevant licensing or willingness to obtain required financial services licenses (e.g., life insurance, mutual funds) as mandated by provincial regulations.
• Post-secondary education in finance, business, economics, or a related field is an asset; prior experience in financial services or sales is beneficial.