Investment Adviser Representative Support Specialist
1 week ago
The Investment Adviser Representative Support Specialist plays a critical role in the Securities Department, serving as a sales partner to assigned Securities Representatives. This role involves monitoring and responding to Top Producing Agents' telephone inquiries, providing exceptional support and guidance to ensure seamless customer experiences.
Responsibilities & Qualifications- Functions as a sales partner to assigned Securities Representatives, working collaboratively to drive business growth and customer satisfaction.
- Monitors and responds to Top Producing Agents' telephone inquiries, providing timely and accurate support to meet customer needs.
- Works with associates and management to make and implement recommendations concerning department changes, improvements, and enhancements.
- Requires a Bachelor's Degree (preferred) or 3 years of work experience in the Securities Industry.
- Must possess Series 6 and 26 or Series 7 and 24 licenses, with the ability to obtain Series 65 within 180 days of hire.
- Knowledge of individual securities and market dynamics is preferred, along with effective writing, presentation, communication, and coaching skills.
- Ability to manage multiple priorities, adapt to changes in procedures or policies, and perform assigned tasks within specified time frames and meet quality expectations.
- 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 and tuition reimbursement opportunities.
- Company-sponsored social and philanthropy events.
Primerica is an Equal Opportunity Employer, committed to diversity and inclusion. We value the unique perspectives and contributions of our employees and strive to create a workplace that fosters innovation, growth, and profitability.
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Investment Adviser Legal Counsel
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Securities Law Counsel for Investment Services
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