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Customer Service Representative

Date Posted: Jun 23, 2026
Yearly: C$ - C$
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Job Detail

  • location_on
    Location North York, Canada
  • desktop_windows
    Job Type: Any
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 21, 2026
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Job Description

Overview

Primerica Financial Services is seeking a dynamic Customer Service Representative to join their team in North York, Ontario. The role involves being the primary point of contact for clients, assisting them with financial products and services while ensuring a high-quality customer experience. This position offers an excellent opportunity for growth in the financial services field.

Key responsibilities

  • Proactively identify and engage potential clients through referrals and networking
  • Respond to customer inquiries via phone, email, and in-person
  • Assist clients with managing their financial accounts and service requests
  • Address customer concerns promptly and resolve issues
  • Offer guidance on financial products and services
  • Foster positive client relationships to promote loyalty
  • Maintain accurate records of customer interactions in CRM
  • Ensure compliance with company policies and industry regulations

Required skills

  • Customer service experience in financial services, insurance, or banking
  • Strong communication and interpersonal skills
  • Problem-solving skills with attention to detail
  • Familiarity with financial products
  • Proficiency in CRM systems and Microsoft Office
  • Ability to work independently and in a team
  • Strong organizational and time-management skills
  • Empathy and customer-first mindset
  • Ability to handle sensitive financial information with confidentiality

What the company offers

  • Opportunities for professional growth and career advancement
  • Supportive and collaborative work environment
  • Ongoing training and development in financial services and customer relations

Skills Required

Company Overview

Primerica Financial Services
St. Louis, Missouri, United States of America
4 Current Jobs Openings

Primerica Financial Services is committed to helping families and individuals achieve financial independence. They provide education, tools, and financial products that empower clients to build secure futures. The company believes in offering persona... Read More

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