Financial Representative

Job summary

Assist clients with financial education, budgeting, and long-term planning. Provide guidance on insurance and savings strategies while building and maintaining client relationships.

Job details

Job Title: Financial Representative (Entry-Level | Part-Time / Full-Time) Company: Primerica Location: Toronto, ON (IN PERSON) Job Overview: We are seeking motivated and dependable individuals to join our team as Financial Representatives. This is an entry-level opportunity where you will be trained to help individuals and families with basic financial needs, including budgeting, insurance, and long-term planning. Key Responsibilities: • Assist clients with financial education and planning • Provide guidance on insurance and savings strategies • Build and maintain client relationships • Participate in ongoing training and team meetings What We Offer: • Flexible work schedule (part-time or full-time) • Comprehensive training and mentorship • Performance-based compensation with no cap on earnings • Opportunities for career growth and advancement Compensation: This role offers performance-based income, meaning earnings are based on your activity and results. This structure provides flexibility and the opportunity to grow your income over time. Qualifications: • Strong communication skills • Self-motivated and coachable • Comfortable working with people • LLQP (Life License Qualification Program) and/or IFIC license required, or willingness to obtain • No prior experience required (training provided) If you are looking for a flexible opportunity to learn, grow, and build new skills, we encourage you to apply.

What you’ll do

Assist clients with financial education, budgeting, and long-term planning. Provide guidance on insurance and savings strategies while building and maintaining client relationships.

Requirements

Candidates must have strong communication skills and be self-motivated. A LLQP and/or IFIC license is required, or the candidate must be willing to obtain one.

Benefits

• Flexible Work Schedule • Comprehensive Training • Mentorship • Career Growth Opportunities

Listed skills

• Organization · Preferred
• Training · Preferred
• Budgeting · Preferred
• Mentorship · Preferred
• Client · Preferred
• Planning · Preferred
• Communication · Preferred
• Time · Preferred
• Communication Skills · Preferred
• Strong communication skills · Preferred
• Strong Communication · Preferred
• Flexible · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Budgeting
• Insurance Strategies
• Client Relationship Management
• Communication Skills
• Financial Education

Job areas

• Finance & Accounting
• Sales
• Consulting