Financial Advisor

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. Engage the account and prepare them for the Account Executive. Connect with as many leads as possible to encourage the purchase of the product offered. Be the point person for your team's sales lead qualification process. Manage current accounts – Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals. Coordinate in-person meetings and calls between the new clients and Account Executives. Customer support – Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services. Requirements: Hands-on experience with multiple sales techniques (including cold calls) Experience with CRM software Familiarity with MS Excel (analyzing spreadsheets and charts) Understanding of sales performance metrics Primerica is uniquely positioned to understand the needs of our clients because our Representatives are Main Street families, just like the clients we serve. Our Representatives come from all walks of life and from communities and neighborhoods all across North America. We start with our complimentary Financial Needs Analysis (FNA) to help you better understand where you are now and then offer financial solutions that can help you get on track to a better financial future.

The Financial Advisor is responsible for prospecting new sales leads, qualifying accounts, and managing existing client relationships. They also provide customer support by identifying client needs and suggesting appropriate financial products or services.

Candidates must have hands-on experience with sales techniques, including cold calling, and proficiency in CRM software and MS Excel. A strong understanding of sales performance metrics is also required for this role.

• VenteSouhaitée
• CommunicationSouhaitée
• Analyse financièreSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Sales
• Lead generation
• Cold calling
• CRM software
• MS Excel
• Sales performance metrics
• Customer support
• Prospecting
• Account management
• Communication
• Financial analysis
• Business Metrics
• Financial Needs Assessment
• Energetic
• Sales Prospecting
• Customer Relationship Management (CRM) Software
• Curiosity
• Microsoft Excel
• Customer Support
• Brand Awareness
• Spreadsheets
• Cold Calling
• Selling Techniques
• Needle Aspiration
• Performance Metric
• Tenacity

• Sales
• Finance & Accounting
• Customer Service & Support
• Financial Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Expérience minimale

0+ ans

Postuler avant le

15 nov. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine