ISP Field Relationship Manager
Primerica Home Office, United States
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In 2022, the Atlanta Journal-Constitution named 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! Join our team to experience what it’s like to work at “one of the best places to work in the metro Atlanta”.
About this Position
The incumbent monitors and responds to telephone inquiries regarding all ISP business and operational areas from a select list of field representatives that personally produce a high amount of securities business. The Field Relationship Manager works with associates and management to make and implement recommendations concerning department changes, improvements and enhancements.This is a remote position.
The estimated salary range for this role is: $72K - $80K
Responsibilities & Qualifications
- Answers telephone inquiries from a select group of personally producing Primerica Representatives while building and maintaining a strong relationship with the Field
- Maintains positive and helpful relationship with clients as a means of projecting Primerica Financial Services quality image and achieving satisfaction
- Provides support to Representatives in all aspects of products and commissions in the Investment & Savings Product's division
- Works with members of management of all areas in the division to resolve inquiries or concerns from the sale force
- Offers ideas and recommendations to improve the efficiency of securities representative service operations
- Offers suggestions of improvement to area managers to address representatives issues and concerns
- Track and report operational trends to senior management that affect the field representatives business activity
- Identify opportunities to make it easier for the select field representative to do ISP business
- Compliance with Department Self-Assessment procedures
Requirements
- Bachelor’s Degree (preferred) or 3 years work experience in Securities Industry
- Series 6/7, 24/26 required. Employee should pursue Series 65/66 exam
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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.
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401(k) Plan Health insurance Life Insurance Professional development Social Events Tuition reimbursement Vacation time
Tasks- Answer inquiries
- Maintain relationships
- Suggest improvements
- Support representatives
- Track trends
Client Support Compliance Life Insurance Management Operational Improvements Relationship Management Securities Securities business Telephone inquiries Trend reporting
Experience3 years
Education3 years work experience Bachelor's degree Business
CertificationsSeries 24 Series 26 Series 6 Series 65 Series 66 Series 7
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9