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Securities Pre-Licensing Administrator

Company: Primerica Inc.
Location: Duluth
Posted on: May 17, 2022

Job Description:

Join Our Team
Due to COVID-19, we have implemented a virtual hiring process and continue to interview candidates by phone or video conferencing. We are onboarding new employees both onsite and remotely. We value the safety of every member of our community.
About this Position
The Securities Pre-Licensing Support role provides support to the Operations Function Head, Securities Training Manager and Securities Distribution Coordinator to increase new securities licenses and grow the size of the securities sale force. The role tracks various data and trends and is responsible for organizing and administering special projects. The position works with all levels of the organization to fulfill their responsibilities will be required and will work extensively with Excel, Word and PowerPoint software programs.
Responsibilities & Qualifications

  • Assists in preparing for webinars, video recordings, and classes

  • Operates Zoom meeting online presentation tools

  • Ability to coordinate and manage Seasonal and Events Projects (Renewals, SIE/Kaplan Conference Booths, Convention, AALC, HALC and Women in Primerica platforms)

  • Understand and submit SQL views plus knowledge of WinSQL

  • Assists management with setting up exam prep classes

  • Communicate requirements to representatives who are preparing to take securities exams

  • Conduct orientation meetings or zooms

  • Assist in creating memos for POL and Blue Bag

  • Troubleshoot and follow up on system problems including reviewing Securities licensing pages on POL

  • Assists in updating and keeping current Securities Materials with FINRA changes

  • Manages and orders inventory of printed exam prep materials to be distributed to the field force

  • Coordinate with trainers in organizing exam prep course schedules

  • Provides support in the development of supplemental exam prep materials that Primerica might create

  • Tracks and reports securities licensing results

  • Reviews student study progress and creates reports for distribution

  • Generates reports on pass rates and U4 submissions

  • Assists in preparing reports for tracking and reporting to upper management

  • Processes invoices, tracks budgetary expenses

  • Analyze and provide feedback on reports

  • Manages temps during the 4th quarter securities renewal process

  • Works directly with Kaplan (exam prep provider) on daily operational issues and systems issues


    • Series 6 & 63 (must obtain within 120 days of hire)

    • Series 26, 65 and life license (can obtain after hire)

    • Bachelor's degree or equivalent experience preferred

    • Investment and life insurance experience preferred

    • Knowledge of Financial Services industry is preferred

    • Must pursue Life Insurance license after hire

    • Working knowledge of SQL

    • Working knowledge of WinSQL

    • Ability to communicate with all levels of management, Departments, and Primerica Agents

    • Excellent communication, presentation and organizational skills required

    • Excellent verbal and written skills

    • Excellent interpersonal skills

    • Strong analytical and problem-solving skills

    • Ability to adapt to stressful situations

    • Ability to manage multiple projects and priorities

    • Detail oriented, organized and adaptable

    • Microsoft Office Suite

      This position is hybrid.
      FLSA status:
      This position is exempt (not eligible for over time):
      Our 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 Savings 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 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.

Keywords: Primerica Inc., Roswell , Securities Pre-Licensing Administrator, Other , Duluth, Georgia

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