ISP Investment Advisor Support Specialist

Primerica; Duluth (GA); Remote; USD 60,000 - 69,000; Full time

Job summary

Join a leading company recognized for its workplace culture and diversity. As a Field Support Analyst 5, you'll monitor inquiries, support representatives, and enhance department processes. This remote role offers a competitive salary and comprehensive benefits.

Benefits

Health, dental, and vision insurance

401(k) with employer match

Paid time off for vacation, sick leave, holidays, and volunteering

Life and disability insurance

Flexible Spending and Health Savings Accounts

Professional development and tuition reimbursement

Company-sponsored social and philanthropy events

Qualifications

• 2-3 years of relevant experience.
• Series 6/7, 24/26, and 65/66 licenses required.

Responsibilities

• Monitor and respond to telephone inquiries regarding managed accounts.
• Support representatives with managed account processing and product/technical support.
• Document research findings thoroughly.

Skills

Problem-Solving

Communication

Interpersonal Skills

Education

Bachelor’s Degree

3 years of securities industry experience

Job description

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. Primerica has also been voted a Best Employer by Gwinnett Magazine for the tenth time. Join our team to experience working at “one of the best places to work in metro Atlanta”.

About this Position

The incumbent monitors and responds to telephone inquiries regarding managed accounts from representatives. The Field Support Analyst 5 collaborates with associates and management to recommend and implement improvements in department processes.

This is a remote role.

Salary: $60K

Responsibilities & Qualifications

• Identify callers' concerns by asking probing questions.
• Respond to callers courteously and concisely.
• Maintain positive relationships with clients to project Primerica’s quality image and ensure satisfaction.
• Provide accurate information using department manuals, training sessions, and systems.
• Recognize priority situations and notify appropriate parties.
• Forward corrections outside responsibility limits for further processing.
• Support representatives with managed account processing and product/technical support.
• Document research findings thoroughly.
• Prepare necessary correspondence.
• Respond to clients or agents via mail or telephone.
• Perform corrections within responsibility limits.
• Comply with legal and ethical standards and adhere to policies.
• Suggest ideas to improve customer service efficiency.
• Stay current on procedural changes and support training of new staff.
• Assist the Coordinator in leadership absence.
• Organize information to respond efficiently to callers.
• Follow department self-assessment procedures and testing schedules.
• Report issues to management.

Education, Experience & Certifications

• Bachelor’s Degree preferred or 3 years of securities industry experience.
• 2-3 years of relevant experience.
• Series 6/7, 24/26, and 65/66 licenses required; at least two licenses obtained prior to start.
• Strong problem-solving and communication skills.
• Proficient PC skills and excellent attendance.
• Interpersonal skills and ability to manage priorities.
• Ability to adapt quickly to procedural changes.
• Clear voice quality and professional communication skills.
• Ability to work under pressure and handle irate customers professionally.
• Knowledge of securities and market dynamics is preferred but not required.

Additional Information

FLSA status: Exempt (not eligible for overtime)

Benefits

• Day-one health, dental, and vision insurance
• 401(k) with employer match
• Paid time off for vacation, sick leave, holidays, and volunteering
• Life and disability insurance
• Flexible Spending and Health Savings Accounts
• Professional development and tuition reimbursement
• Company-sponsored social and philanthropy events

Primerica is an Equal Opportunity Employer committed to diversity and inclusion. We value each employee's unique perspectives and invest in their growth and development.