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financial sales and service officer
Title posted on Monster - FINANCIAL SERVICES REPRESENTATIVE
Posted on November 06, 2024 by Employer details Primerica - Toronto
Job details
Company: Primerica Financial Services Position: Financial Services Representative Key Responsibilities: Client Consultation and Financial Education: Meet with clients to assess their financial needs and goals. Provide clients with information on financial products, including life insurance, retirement planning, investments, and debt management. Educate clients on financial concepts and help them understand how to create and implement strategies for achieving financial security. Sales and Product Recommendations: Recommend financial products based on clients' individual needs, goals, and current financial situation. Sell a variety of financial products such as term life insurance, annuities, mutual funds, mortgage, legal services and other investment vehicles. Financial Planning: Assist clients in developing and managing comprehensive financial plans that include budgeting, saving for retirement, reducing debt, and investing for the future. Analyze and review clients'- LocationNorth York, ON
- Workplace information On site
- SalaryNot available
- Starts as soon as possible
- vacancies 1 vacancy
- Source Monster #XRCt8FCGzv
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