Investment Adviser Rep Support Specialist

Join Our Team

In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. 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 Investment Advisor Support Specialist works with associates and management to make and implement recommendations concerning department changes, improvements and enhancements.
Job is 100% remote, candidates must live in United States
Salary: $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

Required Knowledge, Skills and Abilities

• 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-paced 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 

EDUCATION, EXPERIENCE & CERTIFICATIONS

• Bachelor’s Degree (preferred) or 3 years work experience in Securities Industry
• 2 - 3 years
• If no bachelor’s degree, experience in the securities and/or finance industries, 
  Customer Service experience.
• Series 6/7, 24/26 and 65/66 required. 65/66 license

#Dice

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

NoOur 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.