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 PositionAnnuity Exchange Analyst 1 review and prepare forms for committee review. Work as a liaison with the field agent(s), Trade Review Trade Principles, internal management, and the PFSI Pre-Approval Committee to present accurate and detailed information regarding the transactions being reviewed.Analyst creates records, updates and documents results across multiple systems timely to ensure all departments have real time decisions as well as making calls and sending emails to act as a liaison with our various annuity carriers, committee members, management team and field agent(s) and obtaining records requested by management.
Assist management in monitoring statistical data, testing and daily work flow.
Alternates as Primary Committee meeting host and as back-up to Primary Committee meeting host.
Hybrid role
Location: Duluth, GA
Estimated salary range for role is up to $45KResponsibilities & QualificationsESSENTIAL JOB DUTIES
- Form Prep - Send carrier verifications to the carriers to review contract details and save the responses for the committee. Multiple checklists are used to assist the committee, these are manually checked by the Analyst and routed accordingly. Additionally, further reviews of each form may be required based on the situation including additional research or spreadsheet analysis. The Analyst will review these to document and escalate accordingly.
- As part of the books and records requirements, correspondence and committee decisions are required to be saved. Saving the documents in Image satisfies the requirement. The Analyst will ensure all necessary documents are saved for each request.
- Perform quality control checks on processed work as well as daily reconciliation to ensure all forms have been processed correctly within department standards. Assist in requesting missing letters, letter corrections, trade review and/or management requests.
- As primary host, will prep the daily agenda by reviewing of currently prepped forms for anything missed, review the forms still pending prep for emergency reviews, emails, conversations or any other potential exception request and putting them all together on either the paper of PEGA agenda, host committee meetings, record committee decisions and send out decisions. As backup to the primary host, will assist in callouts, emails, research or other tasks required to make a decision or provide training to representatives.
- Assist the department in system testing efforts and any other duties as needed by management.
- High school diploma or equivalent
- Minimum of 1 year experience preferred in research, data management, documenting, and communicating results
- Proficient with the job functions and understanding of company systems preferred
#LI-ND1
FLSA status:
This position is exempt (not eligible for overtime pay):
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.
Skills Required
- High school diploma or equivalent
- Minimum of 1 year experience in research, data management, documenting, and communicating results
- Proficiency with job functions and understanding of company systems
Primerica Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Primerica and has not been reviewed or approved by Primerica.
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Strong & Reliable Incentives — Pay can scale significantly for individuals who consistently produce, creating meaningful upside versus a fixed-salary model. The commission-based structure is framed as an entrepreneurial opportunity that some people value for flexibility and self-directed earnings potential.
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Healthcare Strength — Medical, dental, and vision coverage are presented as part of the corporate employee package, alongside life and disability insurance. This reads as a conventional, well-rounded baseline for eligible W-2 staff.
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Retirement Support — Retirement plans with an employer match are described for corporate employees. This adds longer-term value beyond cash compensation for roles that qualify.
Primerica Insights
What We Do
Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 129,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 40 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI." Primerica’s focus is on serving the needs of middle-income consumers by providing products such as term life insurance, mutual funds, annuities, and more. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com. Headquartered in Duluth, Georgia, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.
