Annuities Exchange Field Service Rep 1

Duluth, GA

Full time

R-395:092026

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

Annuity Exchange Field Service Rep 1 primary responsibility is to receive incoming calls from field representatives relating to internal annuity exchanges by providing help or escalating to the appropriate team member or department. Makes outgoing calls for the team to relay information quickly to field representatives, answering basic process questions. Respond to inquires timely from various email queues. Providing a positive field representative experience and escalating quickly when appropriate. Assist with meeting prep, document uploads, and calculations as time permits.

This is a hybrid position.

The estimated salary for this role is: up to $35,000

Responsibilities & Qualifications

Job Duties & Responsibilities

• Handles Incoming / Outgoing Annuity Exchange Calls.

• Completes follow-up calls as needed.

• Responds to emails from both reps and home office (both internal and external departments).

• Assist the department in system testing efforts and any other duties as needed by management.

• Gains understanding of an annuity and how various annuity products are processed.

Minimum Qualifications

• High school diploma or equivalent

• Minimum 1 year call center experience or equivalent

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.

Primerica is a leading provider of financial products and services to middle-income families in the U.S. and Canada. Since 1977, Primerica has helped millions of middle-income households protect their families and save for the future. We insure over 5.5 million lives and have approximately 3.0 million client investment accounts.

Headquartered in metro Atlanta, Primerica is a Fortune 1000 company with over 2,800 employees located in the U.S. and Canada. Our employees are an integral part of achieving Primerica’s mission in creating more financially independent families and supporting over 151,000 licensed financial representatives across the U.S. and Canada.

The Company’s competitive salaries, award-winning benefits packages, and employee recognition programs are just a few of the reasons the average employee tenure is 13 years.

Awards and Recognitions

• Newsweek’s America’s Greatest Workplaces

• USA Today’s Top Workplaces USA

• Atlanta Journal-Constitution’s Top Workplaces

• Forbes America’s Best Insurance Companies

• #1 Most Trusted Life Insurance Company by Investor’s Business Daily

• #3 Most Trusted Financial Company by Investor’s Business Daily

Our stock is traded on The New York Stock Exchange under the symbol “ PRI (https://https/www.nyse.com/quote/XNYS:PRI) .”

If you need help with any part of the application process, please email [email protected] .

www.primerica.com

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