Investment Solutions Consultant

Join Our Team

Our Company headquarters is located in Duluth, GA. The 367,000-square-foot building houses 1,700 employees who provide first-class support to our sales force as they build their business and serve clients.

For eight years in a row, Primerica has been recognized by the Atlanta Journal-Constitution as one of the best workplaces in Georgia! Over the past six years, Primerica has consistently been voted “Best Employer” by Gwinnett Magazine.

Due to COVID-19, most of our employees are working from home. We have implemented a virtual hiring process and continue to interview candidates by phone or video conferencing, and we are onboarding new employees both onsite and remotely. We value the safety of every member of our community.

About this Position

The Investment Solutions Internal Consultant will be responsible for working with key field leaders to leverage their distribution channels to increase Investment production. Through their developed relationships, the Internal Consultan will guide teams through the Securities licensing process, investment basics training and Investment applications. On a weekly basis, this position will interact with 25-30 assigned sales leaders to drive engagement of their organization, as well as work directly with key members in their organization.

Responsibilities & Qualifications

Additional responsibilities include responding to telephone and email inquiries from investment representatives pertaining to mutual funds, annuities, and managed investments. This role will require a strong understanding of the PFS Investments product set with respect to current business and regulatory environments. A general knowledge of how products fit together will be important when assisting PFSI representatives in devising an investment solution that is in the best interest of their client. A fundamental understanding of market dynamics and investment vehicles sold outside PFSI will be required, as those vehicles may be used in product comparison conversations with our representatives.

Knowledge, Skills & Abilities

• Proficiency in Spanish is highly desired

• Bachelor’s degree or equivalent business experience

• Series 6 required or able to be completed within 60 days (Series 26 and 65/66 is a plus)

• Knowledge of investments, retirement plan products, and market dynamics

• Effective oral and written communication and coaching skills

• Effective problem solving/analysis skills

• Excellent PC computer skills

• Excellent interpersonal skills

• Ability to manage multiple priorities

• Ability to quickly and efficiently adapt to changes in procedures or policies

• Able to perform assigned tasks within the specified time frames and meet quality expectations

• Leadership ability

• Excellent attendance record

• Some travel will be required (~10%)

Due to COVID-19, most of our employees are working from home. We have implemented a virtual hiring process and continue to interview candidates by phone or video conferencing, and we are onboarding new employees both onsite and remotely. We value the safety of every member of our community.

FLSA status:
This position is exempt (not eligible for over time):

Yes

Our 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 Savings Account & Health Savings Account

• Professional development

• Tuition reimbursement

• Company-sponsored social and philanthropy events

It has been and will continue to be the policy of Primerica, Inc., and its subsidiaries to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, sex, color, religious creed, religion, national origin, citizenship status, age, disability, pregnancy, ancestry, military service or veteran status, genetic or carrier status, marital status, sexual orientation, or any classification protected by applicable federal, state or local laws.

At Primerica, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.