About the role
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 Regional Securities Principal is essential to the overall functionality and efficiency of the Field Supervision Department and will also be involved with production reporting, securities activity, recruiting activity, Regional VP promotions and demotions, hierarchy changes, license status, field audits, leadership branch office visits, office openings and closings, compliance cases, red flag reporting, and other duties as assigned by the VP, Business Control Director.This is a remote position that is located in CA/Nevada.
This position requires up to 25% travel.
Estimated salary range for this role is $68K-$85K
Responsibilities & Qualifications
ESSENTIAL FUNCTIONS (include, but are not limited to):
• Coordinating and assisting with risk identification of all Branch Managers
• Developing and growing an extensive knowledge of all assigned Branch Managers
• Identifying Branch Manager and/or base-shop issues and providing input
KNOWLEDGE, SKILLS & ABILITIES:
Bachelors’ Degree or equivalent experience in a financial services industry environment, or compliance related role
• 3-5 years relevant business experience
• Series 6, 26, and 63 licenses required, 65 license preferred
• Fluent in Spanish is a plus
• Strong presentation skills
• Flexible and available to travel as needed
• Familiarity with compliance requirements for insurance, securities, and consumer laws
• Demonstrated history of analytical skills, situational judgment, and decision-making ability
•Excellent PC skills with MS Office knowledge and ability to quickly learn and adapt to new software
• Excellent communication skills, written and verbal
• Ability to manage multiple priorities
• Ability to be a self-starter with the ability to manage multiple priorities
• Excellent interpersonal skills
• Ability to communicate mission critical messages in a one on one setting with high level field leaders
FLSA status:
This position is exempt (not eligible for overtime pay):
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.
Aplyr's read
Primerica focuses on providing financial services to middle-income families, with a diverse range of roles supporting its mission to enhance financial security.
What's promising
- •Primerica has a strong focus on serving middle-income families, a niche often underserved by larger financial institutions.
- •The company offers a variety of roles, indicating opportunities for career growth and skill diversification.
- •Primerica's business model includes a wide range of financial products, providing stability and multiple revenue streams.
What to watch
- •Primerica's commission-based sales model may lead to high turnover and pressure on sales staff.
- •Limited public information about employee satisfaction and company culture makes it hard to gauge workplace environment.
- •The financial services industry is highly regulated, which can lead to compliance challenges and operational constraints.
Why Primerica
- •Primerica's focus on middle-income families differentiates it from competitors targeting higher-net-worth individuals.
- •The company's multi-level marketing approach is uncommon in the financial services industry.
- •Primerica's extensive training programs aim to develop financial literacy among both employees and clients.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Primerica
Primerica is a financial services company that provides a range of products including term life insurance, mutual funds, and other financial services aimed at middle-income families.
