- ENTRY LEVEL - SECURITIES & INSURANCE SALES - CALGARY
- PFSL Investments in Calgary, AB, Canada
- jobs
- 1 month ago
jobs description
Financial Services Representative (Full-time/Part-time)
Location: Remote / Calgary - 903 8 Ave SW
We are currently seeking dynamic, motivated, and driven individuals to be part of our growing team. The successful candidate will play a pivotal role in helping individuals and families achieve their financial goals through personalized financial planning services, educating clients with financial literacy, and providing investment guidance.
Responsibilities:
Develop and maintain strong relationships with clients, providing investment guidance, retirement planning and insurance solutions.
Complete licensing courses, commit to regular professional development training, and stay updated on industry trends and regulatory changes,
Maintain accurate client records and documentation, ensuring compliance with regulatory requirements and internal policies.
Requirements:
Work-Permit minimum. Must be able to work in Canada.
Must be over 18 years old.
Experience in finance, insurance marketing and sales is an asset.
Strong communication and interpersonal skills.
Ability to work independently as well as part of a team.
Compensation:
Competitive commissions with unlimited income potential and performance-based bonuses.
If you are looking for an exciting opportunity to work in financial services, we encourage you to apply for this position. We offer paid-for training, licensing, career growth and development.
Resume can be emailed to: ephan@primerica.com