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

Join Our Team In 2025, USA Today recognized Primerica as a Top Workplace USA for the fifth year in a row, and Newsweek named Primerica one of America’s Greatest Workplaces for Diversity for the second consecutive year. In 2024, the Atlanta Journal-Constitution named Primerica as a Top Workplace for the eleventh consecutive year, and Forbes recognized Primerica as one of America’s Best Employers for Women for the fifth year in a row. In addition, for the tenth time Primerica has been voted a Best Employer by Gwinnett Magazine. 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 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. Remote position Salary range up to $60K Annually Responsibilities & Qualifications If no bachelor degree, experience in the securities and/or finance industries. Customer Service experience Series 6/7, 24/26 and 65/66 required. 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 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 an