ISP Investment Advisor Support Specialist

Overview

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!

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. Series 6/7, 24/26 and 65/66 required. Remote position. Salary: $60K Annually.

• 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.
• Performs all corrections within responsibility limits.
• 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.
• Organizes information to efficiently respond to callers' questions.

• Required skills: Identifies callers' concerns by asking probing questions;
  Responds to callers in a concise and courteous manner;
  Maintains positive and helpful relationship with client;
  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 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;
  Performs all corrections within responsibility limits;
  Forwards corrections outside responsibility limits to appropriate party for further processing or approval;
  Organizes information to efficiently respond to callers' questions;
  Offers ideas and recommendations to improve efficiency of 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.
• Preferred skills: Bachelor’s Degree.
• Adheres to policies and procedures;
  Compliance with Department Self-Assessment procedures;
  Adherence to Self-Assessment testing schedule;
  Reporting identified issues to management.
• Series 6/7, 24/26 and 65/66 required (as noted in overview).

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