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Added 2 mins ago
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Financial Service Representative II
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Added 1 hour ago
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Financial Representative
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- Full-time
Added 1 hour ago
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Primerica

Financial Representative

Lethbridge, AB, Canada

Full-time

Apply About employer

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Job details

Job type: Full-time
Apply by: Dec 4, 2026
Posting language: English
Posted: Nov 4, 2026

Original job description

Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. Supported by over 2,800 corporate employees, more than 151,000 licensed independent representatives deliver financial education and solutions to clients. For nearly five decades, Primerica has focused on serving middle-income families with offerings such as term life insurance, mutual funds, annuities, managed investments, and mortgages. As a publicly traded company on the New York Stock Exchange (NYSE: PRI), Primerica provides a stable platform for career growth. The organization also offers entrepreneurial-minded individuals the opportunity to build their own financial services business, with more details available at www.primericabusinessopportunity.com.
Role Description This full-time Financial Representative role is a hybrid position based in Lethbridge, AB, with a combination of in-office and work-from-home responsibilities. The Financial Representative will meet with clients to assess their financial goals, explain Primerica’s products and services, and develop tailored solutions for areas such as protection, savings, and debt management. Day-to-day tasks include conducting financial needs analyses, presenting recommendations, assisting clients with applications and documentation, and maintaining ongoing relationships through follow-up and reviews. The role also involves staying current on product offerings and industry trends, participating in training and licensing activities, and supporting business development through networking and community engagement.
Qualifications

Strong knowledge of Financial Planning and Retirement Planning to help clients build comprehensive, long-term strategies.
Understanding of Investments and general Finance to explain options clearly and support informed decision-making.
Experience or interest in Insurance, particularly term life insurance, to guide clients on appropriate coverage.
Excellent interpersonal, communication, and client service skills, with the ability to build trust and long-term relationships.
Comfort with hybrid work arrangements, including reliable access to technology for remote meetings and documentation.
Ability to complete or hold relevant provincial licensing for insurance and investment products (or willingness to obtain these licenses with company support).
Self-motivated, entrepreneurial mindset with strong organizational and time-management skills.
Background in business, finance, economics, or a related field is an asset, though diverse educational and professional experiences are welcome.

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More about this job

Responsibilities

Assess clients’ financial goals, conduct needs analyses, and recommend tailored solutions for protection, savings, investments, and debt management. Support applications and documentation, maintain client relationships through follow-ups and reviews, stay current on products and industry trends, and contribute to business development through networking and community engagement.

Requirements

Candidates should have knowledge of financial and retirement planning, investments, finance, and insurance, along with strong communication, interpersonal, and client service skills. They should be self-motivated and organized, be comfortable working in a hybrid arrangement, and hold or be willing to obtain relevant provincial licenses; a related educational background is an asset but not required.

Skills

Financial Planning
Retirement Planning
Investment Knowledge
Insurance Knowledge
Financial Needs Analysis
Communication
Client Service
Networking
Business Development
Organization
Time Management
Product Knowledge
Debt Management
Interpersonal Skills

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Financial Planning
Retirement Planning
Investments
Insurance
Term Life Insurance
Mutual Funds
Annuities
Managed Investments
Mortgages
Financial Needs Analysis
Protection Planning
Savings
Debt Management
Provincial Licensing
Business Development
Networking
Community Engagement
Hybrid Work

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