Customer Service Representative

**About The Company** Primerica Financial Services is a leading provider dedicated to empowering families and individuals to achieve financial independence. Our mission is to deliver comprehensive financial education, innovative tools, and a wide range of financial products tailored to meet our clients' unique needs. We pride ourselves on personalized service, ensuring each client receives expert guidance throughout their financial journey. As a publicly traded company listed on the NYSE under the ticker symbol PRI, Primerica maintains a strong commitment to integrity, transparency, and community support. Our goal is to make a positive impact on the lives of our clients by helping them build secure and prosperous futures. **About The Role** We are seeking a motivated and customer\-oriented Customer Service Representative to join our dynamic team. In this role, you will serve as the primary point of contact for our clients, providing exceptional support and guidance on our financial products and services. Your responsibilities will include assisting clients with account management, addressing inquiries, and resolving issues promptly to ensure a high level of customer satisfaction. This position offers a unique opportunity for professional growth within the financial services industry, allowing you to develop your skills while contributing to a company committed to improving the financial well\-being of its clients. **Qualifications** Candidates should possess a high school or college diploma, with a preference for those holding a bachelor’s degree in finance, business, or related fields. Prior experience in customer service within financial services, insurance, or banking is advantageous. Applicants must be eligible to work in Canada, holding a valid SIN, and if not a citizen or permanent resident, a valid permit is required. Essential skills include strong communication and interpersonal abilities, proficiency with CRM systems and Microsoft Office, and a problem\-solving mindset with keen attention to detail. Attributes such as empathy, organizational skills, professionalism, and a willingness to learn are highly valued. **Responsibilities** * Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to generate new business opportunities. * Respond to customer inquiries via phone, email, or in person, providing clear and helpful assistance related to financial products, account management, and service requests. * Assist clients in managing their financial accounts, including processing account updates, product applications, and responding to status inquiries. * Investigate and resolve customer concerns promptly, addressing issues such as payment discrepancies, transaction errors, and account modifications. * Educate clients about various financial products, including life insurance, investments, loans, and savings plans, ensuring they understand their options. * Build and maintain positive relationships with clients to foster satisfaction and encourage long\-term loyalty to Primerica’s services. * Maintain accurate and detailed records of customer interactions, account updates, and service requests within our CRM system. * Ensure all client interactions comply with company policies, legal standards, and industry regulations to uphold integrity and professionalism. **Benefits** Joining Primerica Financial Services offers numerous benefits, including opportunities for professional development and career advancement. We provide a supportive and collaborative work environment that encourages learning and growth. Employees have access to ongoing training programs in financial services and customer relations, helping to enhance their skills and industry knowledge. Compensation packages are competitive and will be discussed during the interview process, reflecting your experience and qualifications. Additionally, we promote a healthy work\-life balance and recognize the importance of employee well\-being, fostering a positive and inclusive workplace culture. Equal Opportunity Primerica Financial Services is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, color, religion, gender, sexual orientation, age, disability, or any other protected characteristic. Our commitment is to ensure that every individual has the opportunity to succeed and grow within our organization, fostering a workplace where everyone feels valued and respected.