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Financial Advisor
Job description
Primerica is looking for a Financial Advisor to join our team in our North York office. The Financial Advisor prospects sales and qualifies leads for new and existing accounts. The ideal candidate is someone with high energy, a curiosity about the industry, and tenacity. This person will bring new ideas, think outside the box, have a deep passion for the role and create ways to attain new accounts. Responsibilities: Generate lead flow - Prospect new sales leads by making an initial phone or email contact with potential clients. Qualify leads - Determine the potential client's financial goals and objectives, and assess their current financial situation. Develop and present financial solutions - Create personalized financial plans and present them to potential clients. Follow up and follow through - Follow up with potential clients to ensure they are satisfied with the financial solutions presented, and follow through on any agreed-upon actions. Requirements: High school diploma or equivalent required. Bachelor's degree in a related field (e.g. finance, business) preferred. 2+ years of experience in a related field (e.g. finance, sales) preferred. Benefits: Competitive salary and commission structure. Ongoing training and development opportunities. Recognition and rewards for outstanding performance. Opportunities for advancement and career growth.
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Company information
- Company
- Primerica - Toronto, ON
- Location
-
Canada, Ontario, York region, Unionville
Canada - Posted
- 1 year ago
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