independant contractor for a financial firm

2 days ago

Scarborough Village, Ontario, Canada Primerica Full time

Company Description

Primerica is a leading provider of financial products and services in North America, with over 2,800 corporate employees supporting over 151,000 licensed independent representatives. Primerica, publicly traded on the New York Stock Exchange under the symbol "PRI", focuses on serving middle-income families with term life insurance, mutual funds, annuities, and mortgages. Additionally, Primerica offers entrepreneurial-minded individuals the opportunity to build their own financial services business. Headquartered in Duluth, GA, Primerica operates throughout the U.S., Canada, Puerto Rico, and Guam.

Role Description

This is a full-time on-site role for an Independent Contractor for a Financial Firm located in Scarborough, ON. The Independent Contractor will be responsible for providing financial education, offering financial products and services, and supporting clients in making informed financial decisions. The role involves conducting client consultations, developing personalized financial plans, and staying up-to-date with financial regulations and market trends. The contractor will also be involved in building and maintaining client relationships, and expanding the client base through networking and outreach efforts.

We train you to develop these QualificationsQualifications

  • Knowledge of financial products such as term life insurance, mutual funds, annuities, and mortgages
  • Experience in financial education and client consultations
  • Strong communication and interpersonal skills
  • Ability to develop personalized financial plans and provide tailored financial advice
  • Familiarity with financial regulations and market trends
  • Proven ability to build and maintain client relationships
  • Entrepreneurial mindset and capability to expand client base through networking and outreach
  • Relevant certifications in financial planning or financial services industry are a plus
  • Proficiency in using financial software and tools is beneficial
  • Bachelor's degree in Finance, Business, Economics, or related field is preferred

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