ISP Investment Advisor Support Specialist @PLIC Primerica Life Insurance Company

[Hiring] ISP Investment Advisor Support Specialist @PLIC Primerica Life Insurance Company

Mar 17, 2025 - PLIC Primerica Life Insurance Company is hiring a remote ISP Investment Advisor Support Specialist. 💸 Salary: $60k. 📍Location: USA.

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Role Description

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. This is a remote role with a salary of $60K.

Identifies callers' concerns by asking probing questions
Responds to callers in a concise and courteous manner
Maintains positive and helpful relationship with clients
Provides callers with complete and accurate information
Recognizes priority situations and understands when and how to notify appropriate parties
Forwards corrections outside responsibility limits to appropriate party for further processing or approval
Provides support to Representatives in all aspects of Managed Account Processing
Provides product and technical support when required
Documents all research findings thoroughly
Prepares appropriate correspondence as required
Provides response to client or agent by mail or telephone
Performs all corrections within responsibility limits
Complies with legal and ethical standards
Adheres to policies and procedures
Offers ideas and recommendations to improve the efficiency of securities customer service operations
Remains current on all procedural changes
Provides training and assistance to Customer Service trainees
Supports the Coordinator by answering questions in the leader's absence
Organizes information to efficiently respond to callers' questions
Compliance with Department Self-Assessment procedures
Adherence to Self-Assessment testing schedule
Reporting identified issues to management

Qualifications

Bachelor’s Degree (preferred) or 3 years work experience in Securities Industry
2 - 3 years Series 6/7, 24/26 and 65/66 required
Effective problem solving/analysis skills
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
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-paced environment
Ability to perform assigned tasks within the specified time frames and meet quality expectations
Leadership ability
Knowledge in business, finance, communications or economics preferred, but not required
Knowledge of individual securities and market dynamics

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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📍	Be aware of the location restriction for this remote position: USA
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

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ISP Investment Advisor Support Specialist @PLIC Primerica Life Insurance Company

Customer Service

Salary 💸 $60k	Remote Location USA
Job Type full-time	Posted Mar 17, 2025

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️

📍	Be aware of the location restriction for this remote position: USA
‼	Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.

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[Hiring] ISP Investment Advisor Support Specialist @PLIC Primerica Life Insurance Company

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