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customer service adviser
Title posted on Monster - Customer Service And Sales Support Representative
Posted on December 17, 2024 by Employer details PFSL investments Canada
Job details
Job Description: Responsibilities: Client Relationship Management: Build and maintain strong relationships with clients to understand their financial needs and goals. Provide personalized financial advice and solutions based on client assessments. Product Knowledge: Stay informed about Primerica's financial products, including life insurance, investments, and debt management solutions. Educate clients on the benefits and features of these products. Sales and Marketing: Actively seek out new clients through networking, referrals, and community outreach. Conduct presentations and workshops to promote financial literacy and Primerica's services. Financial Analysis: Perform needs analysis to determine the most suitable financial products for clients. Assist clients in setting financial goals and developing plans to achieve them. Compliance and Reporting: Ensure all sales activities comply with regulatory standards and company policies. Maintain accurate records of client interactions and transactions. Team Collaboration: Work- LocationNorth York, ON
- Workplace information On site
- SalaryNot available
- Starts as soon as possible
- vacancies 1 vacancy
- Source Monster #WOSpUJWdQU
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