Investment Adviser Rep Support Specialist (ISP Field Support Rep 5)

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.

Remote position

Salary range up to $60K Annually

Responsibilities & Qualifications

If no bachelor degree, experience in the securities and/or finance industries.Customer Service experience

Series 6/7, 24/26 and 65/66 required.

Answers telephone inquiries from clients and agents

Protects the company's authority to do business

Researches written and verbal inquiries from clients and agents

Performs miscellaneous duties as required

Complies with Self-Assessment Initiative

Excellent verbal and written communication skills.Excellent PC computer skills Excellent attendance recordExcellent interpersonal skillsAbility to organize and present facts in a clear and concise manner in both speech and correspondence.Ability to manage multiple prioritiesAbility to quickly and efficiently adapt to changes in procedures and policiesGood voice quality (clarity, tone, etc.)Proven ability to work under pressure and communicate professionally with irate customers.Ability to work in a fast pace environmentAbility to quickly and efficiently adapt to changes in procedures or policiesAbility to perform assigned tasks within the specified time frames and meet quality expectationsLeadership ability

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

No

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.