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

Remote, United States remote Entry $60,000 - $60,000
remote Design & Creative Salary listed Curated
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About the role

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 and efficiently adapt to changes in procedures or policies
Ability to perform assigned tasks within the specified time frames and meet quality expectations
Leadership ability
FLSA status:
This position is exempt (not eligible for overtime pay):
NoOur 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

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 ofrace, 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.
Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Role
Design & Creative Customer Service Finance Remote Collaboration Investment Adviser remote

Likely questions

  1. Tell us about work you have done that is close to the Investment Adviser Rep Support Specialist (ISP Field Support Rep 5) role.
  2. How would you approach your first 30 days at name?
  3. Which of Customer Service, Finance and Remote Collaboration have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you stay organised and communicate clearly when working remotely?

Prepare before the call

  • A recent example that proves your experience with Customer Service, Finance and Remote Collaboration.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Investment Adviser Rep Support Specialist (ISP Field Support Rep 5) role because I can bring practical experience in Customer Service, Finance and Remote Collaboration, learn the team quickly, and contribute to the outcomes name needs from this hire.

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