Annuity Exchange Trade Principal

Primerica Inc

Duluth, GA, US
Base: 60k - 65k usd; bonus/equity: not specified; ...
Hybrid
Proficient with web-based systems
Critical thinking skills
Team collaboration
Primerica Inc is seeking an Annuity Exchange Trade Principal for a hybrid role in Duluth, GA. The position involves coordinating committee meetings, ensuring accurate processing of annuity exchange forms, and serving as an expert in escalated issues, requiring a bachelor's degree and relevant financial certifications

Job Summary

  • Primerica has been recognized as a Top Workplace USA for five consecutive years.
  • The Annuity Exchange Trade Principal plays a crucial role in committee meetings and decision-making.
  • The company offers a comprehensive benefits package including health insurance and professional development.

Matching Summary

Match Score: 85

Primerica Inc is seeking an Annuity Exchange Trade Principal for a hybrid role in Duluth, GA. The position involves coordinating committee meetings, ensuring accurate processing of annuity exchange forms, and serving as an expert in escalated issues, requiring a bachelor's degree and relevant financial certifications.

Salary

Base: 60K - 65K USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Proficient with web-based systems
  • Critical thinking skills
  • Team collaboration

Nice-to-have

  • Understanding of Annuity Products
  • Experience in quality control checks
  • Ability to assist in system testing

Key Requirements

  • Bachelor's Degree or equivalent experience
  • SIE, Series 6, Series 26 required

Work Rights

Not specified

Tailored Resume

Cover Letter