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sales assistant
Title posted on Monster - FINANCIAL SALES ASSOCIATE
Posted on November 06, 2024 by Employer details Primerica - Toronto
Job details
Company: Primerica Financial Services Position: Financial Sales Associate At Primerica, the role of a Financial Sales Associate is often focused on helping clients with their financial planning, while also participating in the company's sales activities related to various financial products. The position combines client education, sales, and business development within the financial services industry. Key Responsibilities: 1. Client Engagement and Consultation: Conduct financial assessments: Meet with clients to understand their financial needs, goals, and challenges, including areas like retirement planning, debt management, life insurance, and investments. Educate clients on financial products: Provide clear, straightforward explanations of various financial products offered by Primerica, including life insurance, mutual funds, annuities, and retirement plans. Develop financial strategies: Assist clients in creating tailored financial- LocationNorth York, ON
- Workplace information On site
- SalaryNot available
- Starts as soon as possible
- vacancies 1 vacancy
- Source Monster #cx5ICwup4u
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