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 Trade Principal coordinates with the team analysts, committee members, management teams and representatives to gather and present annuity exchange forms to the committee for approval decisions while ensuring that every committee member and field representative has a voice.This is a hybrid position.
The estimated salary range for this role is: 60K - 65K USD AnnualResponsibilities & Qualifications
Essential Duties and Responsibilities:
- As primary host for committee meetings, 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 the backup to the primary host for committee meetings, will assist in callouts, emails, research or other tasks required to make a decision or provide training to representatives.
- Acts as Annuity Exchange expert for escalated issues from Phone Reps or Annuity Exchange Analysts. The trade principal needs to understand the intricacies of the transaction and as the expert, determines if new information from the Field Rep may alter the committee’s decision and takes additional steps to coordinate with management to reintroduce to the committee.
- 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.
- Assist the department in system testing efforts and any other duties as needed by management.
- Is trained and acts as a back-up to the analysts to 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.
- Assist management in monitoring statistical data, testing and daily work flow.
Minimum Qualifications:
- Bachelor's Degree or equivalent experience
- SIE, Series 6, Series 26 required
- Proficient with web-based systems and Microsoft Office
- Critical thinking skills
- Works well in a team environment
Preferred Qualifications:
- Understanding of Annuity Products
#LI-ND1
#LI-HYBRID
Location: Duluth, GA
This is a hybrid position
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.
Top Skills
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.
.png){kind=logo}
