Bob Fung - Primerica

04/04/2025

05/15/2024

Primerica

04/26/2024

Helping families secure their futures is what we do best! Learn more about our commitment to helping middle-income families here: https://bit.ly/3RvIV0R

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12/03/2023

Primerica Reviews Holiday Budgeting Tips You Can’t Afford to Miss The holidays are once again upon us, bringing with it the joy — and stress — of finding the perfect gift for that special someone. Americans are on the hunt for bargains and looking to stretch their budgets amid high inflation b...

11/25/2023

I have reached 500 followers! Thank you for your continued support. I could not have done it without each of you. 🙏🤗🎉

06/15/2023

If you want to get on track financially, it’s essential to know the difference between a need and a want and learn to go without “wants” for a period of time.

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01/02/2023

Wishing you all the best as we head into 2023!

04/06/2022

Primerica Secure can help you find the auto and home insurance you need. Message me to learn more about how our auto and home insurance referral program can help you find the right protection at the right price. https://lnkd.in/e3BVF9X

04/06/2022

About the job
As a Financial Service Representative, you have the opportunity to work with an array of clients to help them establish a road map to their future financial success. The financial needs analysis process reviews the client's financial circumstances and objectives and develops appropriate strategies and solutions to meet their short-term and long-term needs.

What will you do?

• Work with clients to assess their future financial needs regarding significant life events such as starting families, sending children to college, moving, and retiring.
• Conduct reporting and relevant analysis using results to conclude, make recommendations and continually assess the effectiveness of programs, policies and practices.
• Participate fully as a member of the team, support a positive and service-oriented work environment.

You must have:

• Strong communication skills with the ability to work collaboratively and independently, provide assistance and build relationships.
• Fluency in a second language is an asset.
• Basic understanding of government programs and policies, including but not limited to Registered Accounts, Cash Accounts and Trust accounts.
• 3 to 5 years of experience in a customer-oriented position
• A diploma or Bachelor's degree is an asset.