ISP Field Relationship Manager

Primerica

1d•$55,000 - $70,000

About The Position

The Field Relationship Manager is responsible for monitoring and responding to inbound telephone inquiries from a designated group of high‑producing field representatives regarding all aspects of ISP business operations. This role serves as a primary point of contact, providing timely, accurate guidance and support across a broad range of securities‑related processes. In addition, the Field Relationship Manager collaborates closely with associates and leadership to identify opportunities for departmental improvement. The incumbent contributes to the evaluation, development, and implementation of enhancements to procedures, service delivery, and operational efficiency, helping ensure a consistently high‑quality experience.

Responsibilities

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 representatives 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 Products' 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 effect the field representatives' business activity
Identify opportunities to make it easier for the select field representatives to do ISP business
Compliance with Department Self-Assessment procedures