Primerica · 16 hours ago

ISP Field Relationship Manager

Remote Work

Full-time

Remote

Mid Level

$72K/yr - $80K/yr

3+ years exp

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ConsultingFinancial Services

Growth Opportunities

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Responsibilities

Answers telephone inquiries from a select group of personally producing Primerica Representatives while building and maintaining a strong relationship with the Field

Maintains positive and helpful relationship with clients as a means of projecting Primerica Financial Services quality image and achieving satisfaction

Provides support to Representatives in all aspects of products and commissions in the Investment & Savings Product's division

Works with members of management of all areas in the division to resolve inquiries or concerns from the sale force

Offers ideas and recommendations to improve the efficiency of securities representative service operations

Offers suggestions of improvement to area managers to address representatives issues and concerns

Track and report operational trends to senior management that affect the field representatives business activity

Identify opportunities to make it easier for the select field representative to do ISP business

Compliance with Department Self-Assessment procedures

Qualification

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Securities Industry ExperienceSeries 6Series 7Series 24Series 26Series 65Series 66