Field Support Representative

Join Our Team

In 2022, the Atlanta Journal-Constitution named the Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. Primerica is a great place to work!

About this Position

Primerica Financial Services is a leading provider of financial services to middle-income families in the United States and Canada offering mutual funds, managed investments, annuities, business retirement plans, and education savings plans. The Investment Savings Products (ISP) Operations team is seeking helpful individuals to support our field-force service their investment clients. We are looking for passionate individuals, both with and without customer service experience, to answer incoming calls from our Securities and Investment Advisor Representatives and provide operational assistance and guidance.

Details about this position

The Field Support Representative (FSR) receives incoming calls, asks probing questions to properly assess the issue and offers resolution and or guidance. The FSR obtains and relays information identified during the call to the appropriate party for further processing, research or escalation. Our Field Support Representatives often forge close professional relationships with our sales force which tends to enhance job satisfaction.

Open to candidates anywhere in the United States, some work must be performed in Eastern time zone business hours. Remote work requires a certain level of internet speed.

Responsibilities & Qualifications

Paid training available for non-licensed candidates who are committed to obtaining licenses within a specified time-frame.

Salary is tailored to experience, and licenses held.

Knowledge, Skills, and Abilities:

• Bachelor’s Degree in Business-related field or equivalent experience required
• FINRA Series 6 and 26, or 7 and 24 licenses required
• Series 65 required for roles that support Advisory products
• Licenses can be obtained through a Learning Agreement if obtained within 180 days
• Knowledge of mutual fund, annuity and market dynamics preferred
• Excellent written and verbal communication skills
• Effective problem solving and analysis skills
• Ability to manage multiple priorities and quickly and efficiently adapt to changes
• Ability to maintain knowledge of and adhere to company’s Policies and Procedures

Primerica's Awards & Recognition:

• Ranked 6th on Forbes list of “American Best Insurance Companies for 2022”
• Named on the Fortune 1000 list for the third consecutive year.
• Named “AJC Top Workplace” for ninth consecutive year. 

FLSA status:
This position is exempt (not eligible for over time):

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 Savings 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.