Marketing Advisory Analyst

Primerica • Duluth, GA

6d • $55,000 - $65,000 • Hybrid

About The Position

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.

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
• Bilingual (English/Spanish) candidates are highly encouraged to apply

Responsibilities

• The Analyst must 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.
• The Analyst must also review HO or third-party generated advertising, recruiting and training materials for compliance with Company policies and procedures and regulatory guidelines.
• Responsibilities include content review to ensure sales force compliance with Company policies and procedures and regulatory guidelines.
• The Analyst is responsible for initiating 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.
• The Analyst is also responsible for administering the Company's social media beta program.
• The Analyst will answer representative questions regarding investment-related content for social media, resolving technology-related issues on the third-party tool, and providing training to representatives in collaboration with the Reputation Management Team.
• This role may include additional duties and tasks based on the needs of the department.

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: Entry Level
• Education Level: No Education Listed