Quality of Business Specialist

Posted 4 Days Ago
Be an Early Applicant
Duluth, GA, USA
In-Office
39K-42K Annually
Entry level
Financial Services
The Role
Reviews securities applications and trades for deficiencies, communicates corrections to representatives, updates and routes application records, tracks returned mail, runs monitoring and quality-control reports, and reconciles trades to ensure accurate processing. The role also provides training to new processing employees and requires strong communication, organization, proofreading, and Microsoft Office skills. It is a hybrid position in Duluth, Georgia.
Summary Generated by Built In
Join Our Team

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 Position

The Securities Quality of Business Specialist obtains corrections for incoming new business applications including outside funds, 529 plans, and platform accounts. The role will communicate with our field force via telephone, e-mail, and/or fax. Applications that cannot be processed will be returned to the writing Representative. Outgoing mail is tracked to ensure proper delivery. The candidate will also perform quality control check on processed work as well as daily reconciliation to ensure all trades have been processed correctly within department standards.
Hybrid role
Location: Duluth, GA
Salary range is between $39K - $42K Annually

Responsibilities & Qualifications

Essential Functions:

  • Works individual items that are pulled from work queues
  • Reviews trades for deficiencies (not in good order or (NIGO))
  • Communicates deficiencies to the writing rep
  • Corrects trades, appends corrections to the application image, and routes image to appropriate queue
  • Runs daily monitor reports and works quality control queues
  • Mails applications that are not in good order to the appropriate rep and tracks UPS packages daily to ensure that they are received
  • Provides training to new employees within the processing area

Knowledge, Skills and Abilities:

  • Minimum High School Diploma or GED
  • Familiarity with database and mainframe is a plus
  • Knowledge of Microsoft Office
  • Excellent verbal and written communication skills
  • Strong organizational skills, including the ability to manage multiple tasks and projects simultaneously and meet strict deadlines
  • Self-starter with the ability to work in a team environment
  • Ability to work overtime as needed
  • Excellent proof reading skills

Hybrid role

Location: Duluth, GA


FLSA status:
This position is exempt (not eligible for overtime pay):

No

Our Benefits:
  • 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 GED
  • Familiarity with databases and mainframe systems
  • Knowledge of Microsoft Office
  • Excellent verbal and written communication skills
  • Strong organizational skills and ability to manage multiple tasks and projects while meeting strict deadlines
  • Ability to work independently and in a team environment
  • Ability to work overtime as needed
  • Excellent proofreading 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.

  • Pay Growth & Progression — Feedback suggests the commission-based model offers uncapped earning potential and clear performance-linked upside for those who consistently produce. Incentive trips and bonuses for top producers reinforce earnings growth when pipelines are strong.
  • Retirement Support — Company materials highlight a 401(k) plan for corporate employees with a competitive, generous company match. This retirement support is positioned as a notable part of the corporate benefits package.
  • Leave & Time Off Breadth — Corporate disclosures describe paid planned and unplanned time off, 11 paid holidays, and paid volunteer time for eligible employees. These provisions indicate robust time-off coverage within corporate roles.

Primerica Insights

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The Company
HQ: Duluth, GA
16,799 Employees
Year Founded: 1977

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.

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