ISP Investment Advisor Support Specialist

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.

R-270:052025