Marketing Advisory Analyst

PrimericaDuluth, GA
$55,000 - $60,000Hybrid

About The Position

Primerica is a leading provider of financial products and services to middle-income families in the U.S. and Canada. Since 1977, Primerica has helped millions of middle-income households protect their families and save for the future. We insure over 5.5 million lives and have approximately 3.0 million client investment accounts. Headquartered in metro Atlanta, Primerica is a Fortune 1000 company with over 2,800 employees located in the U.S. and Canada. Our employees are an integral part of achieving Primerica’s mission in creating more financially independent families and supporting over 151,000 licensed financial representatives across the U.S. and Canada. The Company’s competitive salaries, award-winning benefits packages, and employee recognition programs are just a few of the reasons the average employee tenure is 13 years. Awards and Recognitions Newsweek’s America’s Greatest Workplaces USA Today’s Top Workplaces USA Atlanta Journal-Constitution’s Top Workplaces Forbes America’s Best Insurance Companies #1 Most Trusted Life Insurance Company by Investor’s Business Daily #3 Most Trusted Financial Company by Investor’s Business Daily Our stock is traded on The New York Stock Exchange under the symbol “PRI.” If you need help with any part of the application process, please email [email protected]. www.primerica.com PRIMERICA CAREERS Don't see a job that you are interested in? Introduce yourself and submit your resume to our recruiters. We'll get in touch if there's a role that seems like a good match. The Marketing Advisory Analyst (Analyst) will monitor and review content shared via internal online platform to ensure sales force compliance with Company policies and procedures, and regulatory requirements. Performs case management functions, including investigation, outreach and follow-up, and escalation of matters to other departments, as necessary. Assists with other matters as required. This is a hybrid position that requires working onsite in the Duluth, Georgia office and remotely multiple days each week.

Requirements

  • Series SIE, 6 and 26 securities registrations (or equivalents) required OR must obtain within 120 days of hire
  • Strong analytical and communication (both written and verbal) skills, including the ability to proactively reach out to sales force representatives and to internal departments
  • Strong interpersonal and self-motivation skills and ability to work in a fast-paced environment, both alone and as part of a team

Nice To Haves

  • Previous experience in the financial services industry preferred but not required

Responsibilities

  • Review representative requests, including customized marketing and recruiting materials, training materials, speaking engagement requests and customized client correspondence through an internal online platform, including marketing automation channels.
  • Review HO or third-party generated advertising, recruiting and training materials for compliance with Company policies and procedures and regulatory guidelines.
  • Ensure sales force compliance with Company policies and procedures and regulatory guidelines.
  • Initiate action for any content determined to be in violation of company or regulatory guidelines, including opening ARTS cases, drafting correspondence outlining compliance concerns, and performing follow-up and incident tracking, as necessary.
  • Perform case management functions, including investigation, outreach and follow-up, and escalation of matters to other departments, as necessary.
  • Assist with other matters as required.

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
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