Customer Service Representative

**About Primerica** Primerica Financial Services is dedicated to empowering families and individuals to achieve financial independence through education, innovative tools, and tailored financial products. As a publicly traded company listed on the NYSE under the ticker symbol PRI, Primerica has established a reputation for providing personalized service and expert guidance at every stage of the client’s financial journey. Our mission is to make a positive impact on our clients’ lives by helping them make informed financial decisions, build secure futures, and attain their financial goals. We believe in fostering a supportive environment for our employees, encouraging growth, and promoting a culture of integrity and excellence. **About The Role** We are seeking a dynamic and customer\-focused Customer Service Representative to join our team at Primerica Financial Services. In this role, you will serve as the primary point of contact for our clients, assisting them with various financial products and services, addressing their inquiries, and ensuring an outstanding customer experience. Your responsibilities will include engaging with prospective clients, supporting existing clients with account management, and providing financial education. This position offers a unique opportunity to develop your career within the financial services industry while contributing to a company committed to making a meaningful difference in our clients’ lives. The ideal candidate will possess excellent communication skills, a proactive attitude, and a passion for helping others achieve their financial objectives. **Qualifications** The ideal candidate will have a high school diploma or equivalent; a college diploma or a degree in finance, business, or a related field is preferred. Prior experience in customer service, particularly within financial services, insurance, or banking, is advantageous. Candidates must be eligible to work in Canada, possess a valid Social Insurance Number (SIN), and if not a citizen or permanent resident, hold a valid work permit. Essential skills include strong communication and interpersonal abilities, problem\-solving skills, and familiarity with CRM systems and Microsoft Office applications. Attributes such as empathy, a customer\-first approach, organizational skills, confidentiality, and a willingness to learn are critical for success in this role. **Responsibilities** * Proactively identify and engage potential clients through referrals, networking, and outreach, presenting Primerica’s services to generate new business opportunities. * Respond promptly to customer inquiries via phone, email, and in\-person interactions, providing clear and helpful assistance with financial products, account management, and service requests. * Assist clients with managing their financial accounts, including updates, product applications, and status inquiries to ensure smooth account operations. * Address and resolve customer concerns efficiently, investigating issues such as payment discrepancies, transaction errors, and account changes to maintain client satisfaction. * Provide guidance to clients on various financial products, including life insurance, investments, loans, and savings plans, ensuring they understand their options and make informed decisions. * Foster long\-term relationships with clients by delivering exceptional service, promoting loyalty, and encouraging ongoing engagement with Primerica’s offerings. * Maintain accurate and detailed records of customer interactions, account updates, and service requests within our CRM system to ensure data integrity and compliance. * Adhere to all company policies, legal requirements, and industry regulations during client interactions to uphold Primerica’s standards and reputation. **Benefits** At Primerica, we value our employees and offer a range of benefits to support their professional and personal growth. Employees have access to ongoing training and development programs to enhance their skills and industry knowledge. We foster a collaborative and supportive work environment that encourages teamwork and innovation. Compensation will be discussed during the interview process, reflecting your qualifications and experience. Additionally, we provide opportunities for career advancement within the organization, enabling dedicated individuals to grow into leadership roles. Our commitment to work\-life balance and employee well\-being makes Primerica an excellent place to build a rewarding career in the financial services industry. 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 believe that a diverse workforce enriches our company culture and enhances our ability to serve our clients effectively. All employment decisions are made based on qualifications, merit, and business needs, without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, disability, or any other protected status. We are dedicated to fostering a workplace where everyone feels valued, respected, and empowered to succeed.