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 PositionThe Financial Needs Analysis (FNA) Business Analyst will play a pivotal role in creating world-class digital tools and applications for our US and Canadian sales representatives. You'll work within a team environment to elicit and document business requirements that will be used to implement digital product features, enhancements, and innovative capabilities in a fast-paced software development environment. This role combines technical analysis with user research, data insights, and user experience optimization to drive meaningful business and user outcomes via digital product improvements.As a key contributor, you'll bridge the gap between business stakeholders and development teams while supporting feature rollouts, communications, metrics tracking, and customer support initiatives.
The salary range for this role is $70k - $85k.
This role is not eligible for sponsorship.
This is a hybrid role in Duluth, Georgia.Responsibilities & Qualifications
Requirements Analysis & Documentation
- Autonomously gather requirements through stakeholder meetings and subject matter expert interviews across multiple departments and teams
- Elicit business requirements with a diverse group of stakeholders, business partners, and users across multiple locations and departments.
- Drive Business Stakeholders towards strategic thinking. Advise on viable roadmaps and execution plan, without compromising long term goals.
- Document complex business logic, rules and requirements in a simple, intuitive format and to present findings in a clear and concise manner.
- Create comprehensive business requirements documentation that clearly communicates functionality specifications to a diverse audience
- Develop business requirements and user specifications for web-based software tools and mobile applications
- Maintain requirements materials and traceability matrices throughout the development lifecycle
Product Development & Collaboration
- Partner closely with the Product Owner to create and maintain product roadmaps, epics, user stories, and use cases
- Communicate requirements effectively to cross-functional team members including software engineers, testers, UI developers, UX designers and IT security analysts
- Serve as subject matter expert regarding application business rules and functionality for integrated product teams operating within an agile Scrum process
- Manage key testing activities and system functionality validation prior to and post production promotes
Customer Support & Analysis
- Provide customer support through ticket tracking systems when applicable
- Conduct client research activities and data analysis to identify improvement opportunities and issue resolutions
- Support feature rollout activities including communications, metrics tracking, and user adoption analysis
- Ensure compliance with applicable IT security, legal and ethical standards
Minimum Qualifications:
- Bachelor’s degree in business, Finance, Information Systems, or related field or equivalent industry experience.
- 2 - 3 years previous experience
- Strong Microsoft Excel skills including advanced functions, pivot tables, and financial calculations
- Proficiency in SQL for data analysis and reporting
- Proven ability to elicit and define business requirements from diverse stakeholder groups
- Excellent written and verbal communication skills with ability to convey complex technical concepts to various audiences using appropriate visuals and information formats
- Experience creating and maintaining user stories and epics in agile environments
Demonstrated success working with QA teams to define test scenarios based on business requirements and use case - Strong process mapping and workflow documentation skills.
- Experience with business process modeling tools (Visio, Lucidchart, Draw.io)
Preferred Qualifications:
- 1+ years of experience as a Business Analyst, preferably in the financial services industry
- Financial industry certifications (Series 6, 7, 63, 65, 66, CFP, CFA) are highly valued but not required
Experience supporting financial planning software or wealth planning tools for a financial service company or organization - Understanding of financial planning concepts such as retirement planning, insurance needs, investment strategies, risk assessment, debt management, education and goal savings, budgeting
- Knowledge of financial regulations (SEC, FINRA, CFTC, state insurance regulations) and compliance requirements for financial planning software Familiarity with financial products: insurance, securities, mutual funds, annuities, mortgage loans
Technical Proficiencies
- Proficiency in Jira or similar agile product management tools
- Experience with Confluence or similar documentation platforms
- Microsoft Office Suite (Word, Excel, PowerPoint) – intermediate to advanced proficiency required
- Proficiency with process flow applications (Visio, Draw.io, or similar)
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
- Bachelor's degree in Business, Finance, Information Systems, or related field or equivalent experience.
- 2-3 years previous experience as a business analyst or similar role.
- Strong Microsoft Excel skills including advanced functions, pivot tables, and financial calculations.
- Proficiency in SQL for data analysis and reporting.
- Proven ability to elicit and define business requirements from diverse stakeholder groups.
- Excellent written and verbal communication skills; ability to convey complex technical concepts with visuals.
- Experience creating and maintaining user stories and epics in agile environments.
- Demonstrated success working with QA teams to define test scenarios based on business requirements and use cases.
- Strong process mapping and workflow documentation skills.
- Experience with business process modeling tools (Visio, Lucidchart, Draw.io).
- Proficiency in Jira or similar agile product management tools.
- Experience with Confluence or similar documentation platforms.
- Microsoft Office Suite (Word, Excel, PowerPoint) intermediate to advanced proficiency.
- Maintain requirements materials and traceability matrices throughout the development lifecycle.
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.
