Investment Adviser Rep Support Specialist (ISP Field Support Rep 5)

Primerica • Duluth, GA

5d • $60,000 • Remote

About The 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.

Requirements

• If no bachelor degree, experience in the securities and/or finance industries.
• Customer Service experience
• Series 6/7, 24/26 and 65/66 required.
• Excellent verbal and written communication skills.
• Excellent PC computer skills
• Excellent attendance record
• Excellent interpersonal skills
• Ability to organize and present facts in a clear and concise manner in both speech and correspondence.
• Ability to manage multiple priorities
• Ability to quickly and efficiently adapt to changes in procedures and policies
• Good voice quality (clarity, tone, etc.)
• Proven ability to work under pressure and communicate professionally with irate customers.
• Ability to work in a fast pace environment
• Ability to quickly and efficiently adapt to changes in procedures or policies
• Ability to perform assigned tasks within the specified time frames and meet quality expectations
• Leadership ability

Responsibilities

• Answers telephone inquiries from clients and agents
• Protects the company's authority to do business
• Researches written and verbal inquiries from clients and agents
• Performs miscellaneous duties as required
• Complies with Self-Assessment Initiative

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree