Offer summary

Qualifications:

Bachelor’s Degree preferred or 3 years of work experience in the Securities Industry., 2-3 years of experience with Series 6/7, 24/26 and 65/66 licenses required., Excellent verbal and written communication skills, along with strong problem-solving abilities., Ability to manage multiple priorities and adapt quickly to changes in procedures..

Key responsibilities:

Monitor and respond to telephone inquiries regarding managed accounts from representatives.

Provide support to Representatives in all aspects of Managed Account Processing and document research findings.

Maintain positive relationships with clients and ensure compliance with legal and ethical standards.

Offer recommendations to improve the efficiency of customer service operations and provide training to new staff.

Job description

Join Our Team

In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America’s Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America’s Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. Primerica is a great place to work! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.

About this Position

The incumbent monitors and responds to telephone inquiries regarding managed accounts from representatives. The Field Support Analyst 5 works with associates and management to make and implement recommendations concerning department changes, improvements and enhancements.

This is a remote role

Salary is $60K

Responsibilities & Qualifications

Identifies callers' concerns by asking probing questions
Responds to callers in a concise and courteous manner
Maintains positive and helpful relationship with client as a means of projecting Primerica Financial Services quality image and achieving satisfaction
Provides caller with complete and accurate information using the department manual training sessions and system as sources of information
Recognizes priority situations and understands when and how to notify appropriate parties
Forwards corrections outside responsibility limits to appropriate party for further processing or approval
Provides support to Representatives in all aspects of Managed Account Processing
Provides product and technical support when required
Documents all research findings thoroughly
Prepares appropriate correspondence as required
Provides response to client or agent by mail or telephone
Recognizes priority situations and understands when and how to notify appropriate parties
Performs all corrections within responsibility limits
Forwards corrections outside responsibility limits to appropriate party for further processing or approval
Complies with legal and ethical standards
Adheres to policies and procedures
Offers ideas and recommendations to improve the efficiency of securities customer service operations.
Remains current on all procedural changes
Provides training and assistance to Customer Service trainees
Supports the Coordinator by answering questions in the leader's absence
Offers ideas and recommendations to improve the efficiency of Customer Service operations
Organizes information to efficiently respond to callers' questions
Compliance with Department Self-Assessment procedures
Adherence to Self-Assessment testing schedule
Reporting identified issues to management

EDUCATION, EXPERIENCE & CERTIFICATIONS

Bachelor’s Degree (preferred) or 3 years work experience in Securities Industry
2 - 3 years
Series 6/7, 24/26 and 65/66 required. (2 of 3 licenses must be obtained prior)
Effective problem solving/analysis skills
Excellent verbal and written communication skills.
Excellent PC computer skills Excellent attendance record
Excellent interpersonal skills
Ability to organize and present facts in a clear and concise manner in both speech and correspondence.
Ability to manage multiple priorities
Ability to quickly and efficiently adapt to changes in procedures and policies
Good voice quality (clarity, tone, etc.)
Proven ability to work under pressure and communicate professionally with irate customers.
Ability to work in a fast pace environment
Ability to quickly and efficiently adapt to changes in procedures or policies
Ability to perform assigned tasks within the specified time frames and meet quality expectations
Leadership ability
Knowledge in business, finance, communications or economics preferred, but not required.
Knowledge of individual securities and market dynamics

#Dice

#LI-SH1

FLSA status:
This position is exempt (not eligible for overtime pay):

Our Benefits:

Day one health, dental, and vision insurance
401(k) Plan with competitive employer match
Vacation, sick, holiday and volunteer time off
Life and disability insurance
Flexible Spending Account & Health Savings Account
Professional development
Tuition reimbursement
Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

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