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 Securities Quality of Business Specialist obtains corrections for incoming applications including Outside Funds, 529 Plans, and Platform Accounts and Variable Annuities.
Onsite training is required Monday - Friday. Once training is complete this will be a hybrid position.
The estimated salary range is: 35K - 40K
Responsibilities & Qualifications
The Specialist will communicate with our field force via telephone, e-mail, and/or fax. Applications that cannot be processed will be returned to the writing Representative. Outgoing mail is tracked to ensure proper delivery. The Specialist will also perform quality control check on processed work as well as daily reconciliation to ensure all trades have been processed correctly within department standards.
Essential Functions:
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Reviews trades for deficiencies (Not In Good Order or NIGO).
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Communicates deficiencies to the writing agent.
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Corrects trades, appends corrections to the application image, and routes image to appropriate queue.
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Runs daily monitor reports and works quality control queues.
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Mails applications that are not in good order to the appropriate agent and tracks UPS packages daily to ensure that they are received.
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Reviews agent license status and works Bad Sales reports.
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Provides training to new employees within the processing area.
Knowledge, Skills and Abilities:
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Minimum High School Diploma or GED
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Familiarity with PFSI internal/external systems
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Excellent verbal and written communication skills
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Strong organizational skills, including the ability to manage multiple tasks and projects simultaneously and meet strict deadlines
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Self-starter with the ability to work in a team environment
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Ability to work overtime as needed
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Excellent proof reading and analytic skills
FLSA status:
This position is exempt (not eligible for overtime pay):
No
Our Benefits:
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Day one health, dental, and vision insurance
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401(k) Plan with competitive employer match
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Vacation, sick, holiday and volunteer time off
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Life and disability insurance
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Flexible Spending Account & Health Savings Account
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Professional development
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Tuition reimbursement
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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.
Top Skills
What We Do
Primerica is a leading financial services company in North America, with more than 2,000 corporate employees who support more than 129,000 licensed independent representatives providing financial education and offering financial products and services to their clients. Primerica has been operating for more than 40 years and is publicly traded on the New York Stock Exchange (NYSE) under the symbol "PRI."
Primerica’s focus is on serving the needs of middle-income consumers by providing products such as term life insurance, mutual funds, annuities, and more. In addition to the products and services we offer, Primerica also offers entrepreneurial-minded individuals the opportunity to build their own financial services business. More information about Primerica's Business Opportunity can be found on www.primericabusinessopportunity.com.
Headquartered in Duluth, Georgia, Primerica operates throughout the U.S., Canada, and the territories of Puerto Rico and Guam. We believe financial security should be possible for everyone, so we strive to meet families where they are today and help them be better prepared for their future.
