Entrepreneur
- Baysville, ON, Canada
Full-time
Applications open in a new tab.
Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Role Description This is a full-time, on-site Entrepreneur role based in Baysville, ON. The Entrepreneur will build and grow a client-focused financial services business under the Primerica model, providing financial education and offering solutions such as insurance and investment products. Daily responsibilities include meeting with prospective and existing clients, assessing their financial needs, presenting suitable product options, and supporting them through the decision-making and application process. The role involves developing and implementing business growth strategies, networking within the community, generating leads, and maintaining accurate records of client interactions and follow-ups. The Entrepreneur will also participate in ongoing training, stay current with industry regulations and product updates, and may mentor new team members as the business expands.
Qualifications
- Strong financial literacy and interest in products such as term life insurance, mutual funds, annuities, managed investments, and mortgages.
- Demonstrated entrepreneurial mindset, including goal setting, self-management, and the ability to build and grow a client base.
- Solid communication and interpersonal skills, with the ability to explain financial concepts clearly and build long-term client relationships.
- Sales, networking, and business development capabilities, including prospecting, lead generation, and closing client agreements.
- Organizational and time-management skills to handle multiple clients, follow-ups, and administrative tasks effectively.
- Comfort with learning and using digital tools and platforms for client outreach, presentations, and record-keeping.
- High ethical standards, integrity, and commitment to regulatory compliance and client-centric service.
- Ability to work on-site in Baysville, ON and engage actively in local community and market activities.
- Relevant licensing or willingness to obtain required financial services licenses and certifications (training and support available).
- Previous experience in financial services, sales, or small business ownership is an asset but not required.
More about this job
Responsibilities
Build and grow a client-focused financial services business by assessing client needs, presenting suitable insurance and investment products, and supporting clients through applications. Develop business growth strategies, generate leads through community networking, maintain client records, complete ongoing training, and potentially mentor new team members.
Requirements
Candidates should have financial literacy, an entrepreneurial mindset, strong communication and interpersonal skills, and the ability to prospect, generate leads, and develop a client base. Organizational ability, digital tool proficiency, integrity, and regulatory compliance are expected; relevant licensing or willingness to obtain it is required, while prior financial services, sales, or business ownership experience is an asset but not required.
Skills
- Financial Literacy
- Entrepreneurship
- Client Relationship Building
- Communication
- Sales
- Networking
- Business Development
- Lead Generation
- Prospecting
- Financial Needs Assessment
- Time Management
- Organization
- Digital Tools
- Regulatory Compliance
- Record-Keeping
- Mentoring
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Management & Leadership
- Customer Service & Support
Keywords
- Financial Services
- Term Life Insurance
- Mutual Funds
- Annuities
- Managed Investments
- Mortgages
- Financial Education
- Client Needs Assessment
- Product Presentations
- Business Growth Strategies
- Community Networking
- Lead Generation
- Prospecting
- Client Applications
- Financial Services Licensing
- Regulatory Compliance
- Digital Tools
- Record-Keeping
- Training
- Mentoring