Eligible to work in Canada; valid SIN; work permit if not citizen or permanent resident.
Category
Customer Experience & Support (1)
Requirements
High school diploma or equivalent required
Must be able to work in Canada with a valid Social Insurance Number; if not a citizen or permanent resident, must have a valid permit
Proficiency in Customer Relationship Management systems and Microsoft Office applications
Strong communication and interpersonal skills
Ability to work independently and as part of a team
Problem-solving skills with a high level of attention to detail
Familiarity with financial products and services
Responsibilities
New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business
Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests
Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries
Problem Solving: Address customer concerns promptly, investigating and resolving issues such as payment discrepancies, transaction errors, and account changes
Desired Qualifications
Bachelor’s degree in finance, business, or a related field preferred
Prior customer service experience in financial services, insurance, or banking is an asset
Willingness to learn and grow
Empathy and a customer-first mindset
Strong organizational and time-management skills
Ability to handle sensitive financial information with confidentiality and professionalism
An attitude of willing to learn and grow
Key Responsibilities:
New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business.
Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests.
Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries.
Problem Solving: Address customer concerns promptly, investigating and resolving issues such as payment discrepancies, transaction errors, and account changes
Key Responsibilities:
New Client Acquisition: Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to bring in new business.
Customer Support: Respond to customer inquiries via phone, email, and in-person, providing assistance with financial products, account management, and service requests.
Account Management: Assist clients with managing their financial accounts, including account updates, product applications, and status inquiries.
Qualifications:
Education: High school diploma or equivalent required; Bachelor’s degree in finance, business, or a related field preferred.
Experience: Prior customer service experience in financial services, insurance, or banking is an asset
Must be able to work in Canada, with Valid SIN, and if not citizen or permanent resident MUST HAVE valid permit
Skills:
Strong communication and interpersonal skills.
Ability to work independently and as part of a team.
Problem-solving skills with a high level of attention to detail.
Familiarity with financial products and services is a plus.
Proficiency in CRM systems and Microsoft Office applications.
Attributes:
Empathy and a customer-first mindset.
Strong organizational and time-management skills.
Ability to handle sensitive financial information with confidentiality and professionalism.
An attitude of willing to learn and grow
Why Work with Us?
Opportunities for professional growth and career advancement.
Supportive and collaborative work environment.
Ongoing training and development in financial services and customer relations.
Compensation: Compensation will be discussed during a face-to-face meeting, based on an assessment of your qualifications and experience.