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!
About this PositionThe 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.Series 6/7, 24/26 and 65/66 required.
Remote position
Salary: $60K AnnuallyResponsibilities & Qualifications
Required skills:
- Identifies callers' concerns by asking probing questions
- Responds to callers in a concise and courteous manner
- Maintains positive and helpful relationship with client as a means of projecting Primerica Financial Services quality image and achieving satisfaction
- Provides caller with complete and accurate information using the department manual training sessions and system as sources of information
- Recognizes priority situations and understands when and how to notify appropriate parties
- Forwards corrections outside responsibility limits to appropriate party for further processing or approval
- Provides support to Representatives in all aspects of Managed Account Processing
- Provides product and technical support when required
- Documents all research findings thoroughly
- Prepares appropriate correspondence as required
- Provides response to client or agent by mail or telephone
- Recognizes priority situations and understands when and how to notify appropriate parties
- Performs all corrections within responsibility limits
- Forwards corrections outside responsibility limits to appropriate party for further processing or approval
- Offers ideas and recommendations to improve the efficiency of securities customer service operations
- Remains current on all procedural changes
- Provides training and assistance to Customer Service trainees
- Supports the Coordinator by answering questions in the leader's absence
- Offers ideas and recommendations to improve the efficiency of Customer Service operations
- Organizes information to efficiently respond to callers' questions
Preferred skills:
- Bachelor's Degree
- Complies with legal and ethical standards
- Adheres to policies and procedures
- Compliance with Department Self-Assessment procedures
- Adherence to Self-Assessment testing schedule
- Reporting identified issues to management
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
- Series 6, Series 7, Series 24, Series 26, Series 65, Series 66 required
- Monitor and respond to telephone inquiries regarding managed accounts from representatives
- Provide support to Representatives in all aspects of Managed Account Processing
- Provide product and technical support when required
- Recognize priorities and notify appropriate parties; escalate outside responsibility limits
- Perform corrections within responsibility limits and forward others for further processing or approval
- Document all research findings thoroughly and prepare appropriate correspondence
- Provide training and assistance to Customer Service trainees and support coordinator in leader's absence
- Offer ideas and recommendations to improve the efficiency of customer service/securities operations
- Bachelor's Degree
- Comply with legal and ethical standards and adhere to policies, procedures, and department self-assessment/testing
- Report identified issues to management
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.
