ISP Investment Advisor Support Specialist Position Available In Fulton, Georgia

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 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. This is a remote role Salary is $60K Responsibilities & Qualifications 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 Complies with legal and ethical standards Adheres to policies and procedures 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 Compliance with Department Self-Assessment procedures Adherence to Self-Assessment testing schedule Reporting identified issues to management

EDUCATION, EXPERIENCE & CERTIFICATIONS

Bachelor’s Degree (preferred) or 3 years work experience in Securities Industry 2 – 3 years Series 6/7, 24/26 and 65/66 required. (2 of 3 licenses must be obtained prior) Effective problem solving/analysis skills Excellent verbal and written communication skills. Excellent PC computer skills Excellent attendance record Excellent interpersonal skills Ability to organize and present facts in a clear and concise manner in both speech and correspondence. Ability to manage multiple priorities Ability to quickly and efficiently adapt to changes in procedures and policies Good voice quality (clarity, tone, etc.) Proven ability to work under pressure and communicate professionally with irate customers. Ability to work in a fast pace environment Ability to quickly and efficiently adapt to changes in procedures or policies Ability to perform assigned tasks within the specified time frames and meet quality expectations Leadership ability Knowledge in business, finance, communications or economics preferred, but not required. Knowledge of individual securities and market dynamics #Dice #

LI-SH1 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. Primerica is a leading provider of financial products and services to middle-income families in the United States and Canada. Since 1977, Primerica has provided essential financial services and products that have helped millions of middle-income households protect their families and save for the future. We insure over 5.7 million lives and have over 2.9 million client investment accounts. Headquartered in metro Atlanta, Primerica is a Fortune 1000 company with over 3,400 employees located in the U.S. and Canada. Our employees are an integral part of achieving Primerica’s mission in creating more financially independent families and supporting more than 141,000 licensed financial representatives across North America. The Company’s competitive salaries, award-winning benefits packages, and employee recognition programs are just a few of the reasons the average employee tenure is 13 years. Awards and Recognitions Forbes America’s Best Midsize Employers Newsweek’s America’s Greatest Workplaces USA Today’s Top Workplaces USA Atlanta Journal-Constitution’s Top Workplaces #1 Most Trusted Life Insurance Company by Investor’s Business Daily #3 Most Trusted Financial Company by Investor’s Business Daily Our stock is traded on The New York Stock Exchange under the symbol “PRI.” If you need an accommodation with any part of the application process, please email Recruiting@primerica.com. www.primerica.com

PRIMERICA CAREERS

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