FINANCIAL PLANNER/BRANCH MANAGER - Jobs in Unionville

Job Description

Job Title: Financial Planner/Branch ManagerLocation: NORTH YORK, ON, CANADACompany: Primerica Financial Services Ltd.Employment Type: Full-time/Part-timeAbout Primerica:At Primerica, we believe that everyone deserves the opportunity to become financially independent. For over 45 years, we’ve been helping families across North America achieve their financial goals through a wide range of products and services, including life insurance, investments, retirement planning, and more. Our mission is to make financial security accessible to families and individuals, no matter their economic background.Position Overview:As a Financial Planner/Branch Manager with Primerica, you #39;ll play a crucial role in helping families take control of their financial futures. You’ll be responsible for building relationships, educating clients about financial products and services, and offering solutions tailored to their specific needs.This is an entrepreneurial opportunity that allows you to run your own business with the support of a national company. You’ll have the ability to work independently while earning both commission-based and performance-driven income.Besides, you need to hire advisors and train the clients and advisors. You need to have big vision to mentor the advisors to go to next level. Meanwhile you need to manage the operation and compliance for the branches with over 100 advisors.Key Responsibilities:

• Client Relationship Management: Build and maintain relationships with clients, conducting financial needs analysis to offer personalized financial strategies.
• Financial Education: Provide expert advice and guidance on a wide range of financial services, including life insurance, retirement planning, investments, and debt management.
• Business Development: Prospect and network to grow your client base. Attend seminars, workshops, and networking events to promote Primerica’s services.
• Supervise the branch and advisors: manage the operation, compliance and the advisors #39; performance at the branch level.

Qualifications:

• Entrepreneurial Spirit: A self-starter with the ability to work independently, set goals, and manage time effectively.
• Strong Communication Skills: Must be comfortable building relationships and explaining complex financial concepts to clients in a clear, simple manner.
• Licensing Requirements: Must be willing to obtain the appropriate financial licenses (life insurance, investment, branch manager license etc.), which Primerica will help you achieve.
• Goal-Oriented: Strong desire to grow your career and achieve financial success.

Benefits:

• Flexible Hours: Full-time or part-time schedules, providing you with the flexibility to work around other commitments.
• Unlimited Earning Potential: Your earnings are commission-based, allowing you to control your income based on performance.
• Trainingamp; Support: Comprehensive training programs and mentorship to help you succeed.
• Career Growth: Opportunities to advance into leadership and management roles.
• Work-Life Balance: Operate your business from home, online, or at a local office location.
• Ownership Program: You are allowed to own your brokerage and franchise. You will have Primerica Pension Plan with the passive income.

When to apply

• Due to company expansion, we are looking for the right candidates from Now till the end of November, 2024.

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