This posting reflects an existing vacancy within the organization.
Salary range: $55,000 - $70,000Responsibilities and Qualifications
Key Responsibilities:
1. Course Design & Development
- Create course content for the IFC mutual funds course curriculum, including presentation slides, practice questions and other learning tools to assist students in the assimilation of the material.
- Develop study aids for the Branch Manager course with a focus on improving exam performance.
- Liaise with course content provider CSI to maintain current, accurate, and compliant course materials.
- Update and maintain the PFSL New Registrant Training Guide to ensure accuracy, clarity, and alignment with compliance requirements.
2. Instruction & Training
- Teach the IFC mutual funds course through in-person or virtual formats as needed.
- Recruit and retain instructors to expand instructional capacity.
- Develop and provide initial and ongoing instructor training, coaching/mentorship, and ensuring consistent, high-quality delivery.
3. Program Scheduling & Coordination
- Plan and manage the full course schedule, including instructor assignments, classroom locations, and webinar logistics.
- Ensure course availability aligns with student demand and regional requirements.
- Oversee readiness of classroom and virtual environments to support an effective learning experience.
- Partner with Licensing Consultants and Regional Vice Presidents to support students within their sales organizations and address licensing or education concerns.
4. Student Administration & Support
- Manage all administrative aspects of the student experience, including registration, enrollment, troubleshooting, and course progression.
- Handle student inquiries, special requests, refund requests, and exceptions in accordance with established policies.
- Maintain accurate student records, tracking, and reporting.
5. Continuous Improvement & Reporting
- Monitor success rates and other available exam metrics for the IFC and BCO Exams, identify trends and gaps, and provide targeted support or resources to improve outcomes.
- Evaluate program effectiveness using student feedback, exam results, instructor evaluations, and operational metrics.
- Implement improvements to curriculum, instruction, administrative processes, and student support.
- Provide regular reporting and insights regarding program performance.
- Drive the growth and promotion of mutual funds licensing by developing and enhancing training materials for Regional Vice Presidents (RVPs).
- Collaborate cross‑functionally with internal departments to identify mutual funds sales force growth opportunities, highlight best practices, recommend solutions, and support Head Office events and promotions as needed.
6. CIRO Mutual Funds Continuing Education
- Assist the AVP, PFSL Licensing in the development and maintenance of administrative processes to comply with the mandatory CIRO Mutual Funds Continuing Education requirements
Qualifications
- IFC certification or equivalent financial services credential (required).
- Additional industry or securities licensing is an asset.
- Post-secondary education or equivalent administrative or program management experience within an educational or licensing environment.
- Experience designing and/or delivering financial services training.
- Background in adult education, instructional design, or classroom facilitation is an asset
- Experience hiring, training, or managing instructors or teams is an asset
- Strong knowledge of mutual fund regulations and financial services fundamentals.
- Excellent presentation, facilitation, and communication skills in English; French is an asset.
- Highly organized with strong attention to detail and administrative capabilities.
- Ability to manage multiple stakeholders, including instructors, students, and field leadership.
- Comfortable with LMS platforms, webinar tools, and registration or database systems.
- Ability to deliver in-person or virtual training as needed, including during evenings and weekends.
- Occasional travel may be required to support regional training needs.
- Strong problem‑solving abilities and sound judgment.
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
- IFC certification or equivalent financial services credential
- Post-secondary education or equivalent administrative or program management experience within an educational or licensing environment
- Experience designing and/or delivering financial services training
- Strong knowledge of mutual fund regulations and financial services fundamentals
- Excellent presentation, facilitation, and communication skills in English
- Comfortable with LMS platforms, webinar tools, and registration or database systems
- Highly organized with strong attention to detail and administrative capabilities
- Ability to manage multiple stakeholders, including instructors, students, and field leadership
- Ability to deliver in-person or virtual training as needed, including during evenings and weekends
- Willingness to travel occasionally to support regional training needs
- Strong problem-solving abilities and sound judgment
- Additional industry or securities licensing
- Background in adult education, instructional design, or classroom facilitation
- Experience hiring, training, or managing instructors or teams
- French language skills
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.
