Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company combines the strength of over 2,800 corporate employees with more than 151,000 licensed independent representatives who deliver financial education and solutions to clients. Founded 49 years ago, Primerica is publicly traded on the New York Stock Exchange under the symbol “PRI,” offering applicants the stability of an established organization. Primerica focuses on serving middle-income families through term life insurance, mutual funds, annuities, managed investments, and mortgages. In addition, Primerica provides entrepreneurial-minded individuals with the opportunity to build their own financial services business, supported by training and proven systems.
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.
