Annuity Exchange Trade Principal ID-1048
Join Our Team
In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year. Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022. Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions. 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”.
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About this Position
Annuity Exchange Trade Principal coordinates with the team analysts, committee members, management teams and representatives to gather and present annuity exchange forms to the committee for approval decisions while ensuring that every committee member and field representative has a voice.
This is a hybrid position.
The estimated salary range for this role is: 55K -60K
Responsibilities & Qualifications
Essential Duties and Responsibilities:
- As primary host for committee meetings, will prep the daily agenda by reviewing of currently prepped forms for anything missed, review the forms still pending prep for emergency reviews, emails, conversations or any other potential exception request and putting them all together on either the paper of PEGA agenda, host committee meetings, record committee decisions and send out decisions.
- As the backup to the primary host for committee meetings, will assist in callouts, emails, research or other tasks required to make a decision or provide training to representatives.
- Acts as Annuity Exchange expert for escalated issues from Phone Reps or Annuity Exchange Analysts. The trade principal needs to understand the intricacies of the transaction and as the expert, determines if new information from the Field Rep may alter the committee’s decision and takes additional steps to coordinate with management to reintroduce to the committee.
- Perform quality control checks on processed work as well as daily reconciliation to ensure all forms have been processed correctly within department standards. Assist in requesting missing letters, letter corrections, trade review and/or management requests.
- Assist the department in system testing efforts and any other duties as needed by management.
- Is trained and acts as a back-up to the analysts to review and prepare forms for committee review. Work as a liaison with the field agent(s), Trade Review Trade Principles, internal management, and the PFSI Pre-Approval Committee to present accurate and detailed information regarding the transactions being reviewed.
- Assist management in monitoring statistical data, testing and daily work flow.
Minimum Qualifications:
- Bachelor's Degree or equivalent experience
- SIE required
- Proficient with web-based systems and Microsoft Office
- Critical thinking skills
- Works well in a team environment
Preferred Qualifications:
- Series 6, Series 26 preferred
Annuity Exchange Trade Principal ID-1048
