ISP Investment Advisor Support Specialist

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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! 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. Series 6/7, 24/26 and 65/66 required. Remote position Salary: $60K Annually Responsibilities & Qualifications 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 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 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 Preferred skills: Bachelor's Degree Complies with legal and ethical standards Adheres to policies and procedures Compliance with Department Self-Assessment procedures Adherence to Self-Assessment testing schedule Reporting identified issues to management FLSA status: This position is exempt (not eligible for overtime pay): No

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