Customer Service Representative - Client Services
Primerica Inc. job in Duluth, GA or remote
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
We are seeking Customer Service Representatives to work in the Agent Services department for our corporate office in Duluth, Georgia.
Remote or hybrid working schedule is an option after training. Remote work requires a certain level of internet speed.
The Customer Service Representative 1 works in one of these departments delivering exemplary customer service to Primerica term life policyholders and agents. The CSR addresses verbal and written inquiries pertaining to term life insurance policies. They assist clients with questions regarding billing, policy coverage, underwriting, or contract changes.
Responsibilities & Qualifications
In addition the CSR will identify concerns, asks appropriate questions, respond to inquiries in a concise and courteous manner while documenting all research findings thoroughly. This role will perform corrections identified during the call and forwards corrections to the appropriate party for further processing or approval when necessary. Recognizes priority situations and understands when to notify appropriate parties.
Qualifications, Skills and Abilities:
* 1 year of call center customer service experience preferred but not required
* Minimum high school diploma or GED
* Previous insurance or financial services experience is a plus
* Excellent PC skills
* Intermediate skills in Microsoft Word
* Excellent verbal and written communication skills
* Excellent customer service skills
* Attention to detail
* Ability to maintain knowledge of company's products and procedures
* Ability to communicate professionally with irate customers
Schedule:
* 40 hours per week
* Monday-Friday 8:00am - 5:00pm
Salary:
* $28,000-32,000 based on experience
Remote work requirements:
* Personal Computer / Laptop
* PC or MAC
* PC: Windows 10 compatible only ( Cannot be Windows 7,8,9)
* Cannot use a Chromebook
* Internet Access - speed requirements:
* Upload speed 8mbps
* Download speed 15mbps
Additional information:
The Customer Service Representative 1 position is the first step in a rewarding career path. Our Customer Service Representatives have a defined opportunity for career growth with detailed steps to receive a promotion. These steps include knowledge, skills, and performance required to progress in the department. An employee can make a plan to obtain what is necessary in each of these areas to achieve growth and success. Primerica offers career growth and opportunities to make your future as productive and rewarding as it can be. Employees can apply to other jobs within our company after being in their position for 1 year.
FLSA status:
This position is exempt (not eligible for overtime pay):
No
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 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 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.
Auto-ApplyNew Business Operations Processor 1
Primerica job in Duluth, GA
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 PositionThe Operations Processor 1 verifies information on Policy Change Forms (PCF), Contract Changes (CC), Backend Change Forms (BEC), Pre-Authorized Checking Forms (NBP) and Money Requirement Forms (MRN) for accuracy and then processes the requests as specified on the document. He or she must ensure the accuracy of signatures, dates and other vital information for State Compliance requirements. All Agent information must be validated as being correct and that appropriate licenses are active within the compliance guidelines. He or she must also perform research to complete certain tasks, correct deficient files, and perform basic accounting as needed.
Hours: Monday - Friday 7:00a - 4:00p
Training for this position is onsite and once training is completed, this will be a hybrid role.
The pay range for this position is between $35k - $40kResponsibilities & Qualifications
Knowledge, Skills and Abilities:
High School Diploma or GED required (Bachelor's preferred)
10 Key by touch
Minimum typing skills of 35 wpm
Proficient PC skills (Microsoft Office)
Basic Accounting Skills
Excellent oral and written communication skills
Excellent problem solving skills
Must be a team player with ability to work and think independently
Ability to meet strict deadlines and prioritize
Analytical and excellent decision making skills
Ability to deal with confidential information
Ability to multi-task and work overtime as needed
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 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.
Auto-ApplyFinancial Planning Business Consultant
Remote job
Primary Duties and Responsibilities
Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices.
Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation.
Identifies and develops best practices, tools, training and resources needed to introduce successful financial planning services to the field.
Leads projects to enhance centralized service models; drive adoption of Northwestern Mutual's planning and investment philosophies; and support the growth of integrated advisors in the field.
Supports workflow refinement, team development and change management in alignment with Northwestern Mutual's evolving distribution strategy.
Consults with advisor on financial planning, product options, suitability, and investment concepts and strategies.
Analyzes clients' financial goals, current situation and portfolio. Thoroughly documents case notes and thought process for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profile, time horizon and preferences.
Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections.
Leads projects to enhance the program to increase alignment with planning, integrate investments and increase productivity in field offices. This includes development of tools, training and other materials needed to introduce and expand planning related services.
Leads training and education through designing, planning, coordinating and presenting at on topics including program administration, financial planning, investments, technology and workflow.
Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices.
Drive the achievement of the goals for the Planning and Wealth Consulting Team.
Other responsibilities may be assigned as necessary.
Qualifications
Series 7 required.
Bachelor's degree in business, finance or related field.
Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms with demonstrated investment knowledge and understanding of markets, products, platforms and services.
Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals.
Confidence in counseling representatives on a variety of proactive approaches and solutions.
Strong analytical skills, problem solving, attention to detail and accuracy.
Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization.
High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results.
Passionate about Northwestern Mutual Financial Planning process, products and services.
Ability to utilize a financial planning software or previous experience using Northwestern Mutual's Financial Planning software.
Empathetic - can put yourself in the shoes of an advisor and see the plan from their perspective.
3 years as a financial planner, investment sales producer, or CFP preferred. Ability to travel as needed.
This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 7 - FINRA, SIE - FINRA
Compensation Range:
Pay Range - Start:
$76,650.00
Pay Range - End:
$142,350.00
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Auto-ApplyWM Product Alpha Super Day - Java
Alpharetta, GA job
We are inviting candidates in for an interview day for Java/Developer roles at the Associate, Director and Vice President level.
We have multiple opportunities in our Money Movement, Core Processing and Core MF & Retirement Technology teams.
Job Functions/Duties and Responsibilities:
Design and develop Java applications as well as multi-tier Java applications in finance technology supporting all Money Movement product
Work in an Agile Squad as a full-stack developer
Review code, follow best coding practice and contribute to design discussions
Ensure high quality of deliverables while enforcing development best practices
Adhere to application development guidelines and help improve the guidelines
Understand and implement security guidelines and best practices
Troubleshoot and resolve errors or critical issues
Mentor junior developers and share knowledge with the team
Demonstrate features built as part of the sprint to business stakeholders
Actively contribute and participate in sprint grooming and planning discussions, daily stand-ups, and Agile ceremonies
3+ years of hands-on experience in core Java design and programming, solid understanding of multi-tiered web-based applications
Experience with frameworks like Spring
Strong understanding of database analysis & design including SQL, indexes, and query tuning
Hands on experience in integrating and working in a Java full stack environment
Hands on experience in working on multi-threaded, highly-available applications.
Awareness of CICD Pipelines
Awareness of event driven architecture
Practical experience with data model designing and modeling tools
Proven experience working in agile development methodologies
Excellent verbal and written communication skills
Skills Desired:
Awareness of messaging platforms like Kafka
Awareness of UI development technologies like React/Angular and associated UI development tools
Working Knowledge of Unix/Linux and/or any scripting language
Exposure to JIRA or other ALM tools to create a productive, high-quality development environment
Working knowledge of financial markets and Wealth Management
5+ years of hands-on experience as Java Developer building enterprise level applications using Core Java 1.8 or higher.
5+ years of hands-on experience in Spring Boot, solid understanding of multi-tiered web-based applications.
Solid understanding of Event driven service design, Cloud native applications development
In-depth knowledge of JavaScript, Angular, jQuery, and CSS.
Practical experience with Web API, Junit/TDD, Kafka, Git.
Strong knowledge of CI CD Pipelines, Code quality analysis tools like Sonar, find bug.
Strong understanding of database analysis & design including SQL, indexes, and query tuning.
Education:
Minimum BS degree in Computer Science, Engineering, or a related field
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $70,000 and $120,000 per year for Associates, $95,000 and $135,000 for Directors and $120,000 and $170,000 for Vice Presidents at the commencement of employment . However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplySoftware QA Manager
Primerica job in Duluth, GA
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 PositionThe Software Quality Assurance Manager is responsible for managing testing and verification of software solutions developed at Primerica. The ideal candidate is highly technical and has a proven commitment to quality with a solid understanding of testing concepts, practices and procedures.
As a QA Manager, your primary responsibility will be to ensure strategic planning and implementation of SQA processes and to build effective test plans, test cases to explore and validate the functional correctness of our applications.
This is a Hybrid Role - 2days in office (Tue/Wed)
The estimated salary range for this role is: $110k - $139kResponsibilities & Qualifications
ESSENTIAL FUNCTIONS
Serve as a hands-on leader, driving quality assurance across web, mobile (iOS & Android), API, mainframe and database, ensuring systems are reliable, scalable, and secure..
Define and execute a forward-looking QA strategy that supports modernization initiatives (cloud migrations, mobile framework upgrades, re-platforming) while maintaining stability in legacy systems.
Establish and manage KPI, KRI, RTM, standards, and processes to measure and continuously improve organizational quality maturity.
Actively contribute to test planning, automation and execution, covering functional, regression, integration, performance, compliance and UAT phases.
Oversee and contribute directly to automation across web, mobile, API, and mainframe platforms, using Selenium with Java, Typescript/Node, WebdriverIO, Appium, RestAssured, and JMeter, with integration into CI/CD pipelines for faster, more reliable releases.
Partner with product, development, and operations teams to align QA with business priorities and ensure quality is built into delivery pipelines.
Provide input and estimates to project planning activities for SQA tasks and timely and accurate status reporting of SQA tasks, risks, and issues to project stakeholders.
Design extensible test automation harnesses for easy modification, scalability, and usability. Lead and contribute to the organizations automation efforts across platforms.
Drive process innovation and continuous improvement across QA practices, tools, and cross-team collaboration.
Serve as project leader on large, complex projects; manages all aspects including planning, scheduling meetings, documenting decisions, making appropriate updates to test plan and strategy.
Lead defect triage, root cause analysis, and risk mitigation to prevent recurrence of critical issues.
Directly supervise and mentor SQA engineers. Supervisory responsibilities including performance management, staffing, employee relations & compensation.
Provide support as subject-matter-expert (SME) for various applications and QA processes.
KNOWLEDGE, SKILLS AND ABILITIES
Proven ability to lead by example as a hands-on QA practitioner, earning credibility with both engineers and executives.
Strong leadership with the ability to scale QA teams while remaining actively involved in testing activities.
Excellent communication and executive presence to present QA metrics, risks, and recommendations with authority grounded in hands-on knowledge.
Deep knowledge of testing methodologies, automation, and QA tools, with a record of applying them directly in complex projects.
Hands on experience with Selenium with Java, Typescript, Node, WebdriverIO, Appium, RestAssured and JMeter.
Expertise in multi-platform QA (mainframe, web, mobile, APIs, databases) with practical, hands-on experience.
Strong analytical and troubleshooting skills, including debugging and root cause analysis of complex, cross-system issues.
Ability to balance strategic direction with day-to-day technical contribution, ensuring QA maturity and delivery speed.
Familiarity with regulatory and compliance testing and ability to execute compliance-focused test cycles.
Knowledge of Waterfall, Agile, DevOps, CI/CD pipelines, and hybrid delivery models, combined with hands-on experience embedding QA in those environments.
Strong interpersonal skills with the ability to mentor through direct involvement, fostering collaboration and team development.
EDUCATION & EXPERIENCE:
Bachelor's degree in computer science/technology/engineering, information technology, or equivalent discipline required
10+ years of progressive QA experience in enterprise-scale environments, with consistent hands-on involvement in testing.
5+ years in a QA management role, balancing leadership responsibilities with direct contribution.
Strong experience in web, mainframe, API, mobile QA (iOS & Android), including devices, simulators/emulators, and cloud-based test platforms.
Demonstrated ability to lead and implement automation frameworks across web, mobile, API, and mainframe platforms using Selenium with Java, WebdriverIO, Appium, RestAssured, and JMeter, integrated with CI/CD pipelines.
Experience in estimating, prioritizing, planning and coordinating testing activities.
Strong hands-on test case and test protocol writing skills.
Proficiency in test case design, execution, and documentation using multiple testing methodologies (functional, regression, integration, exploratory, performance).
Demonstrated ability to both lead and build automation frameworks across platforms, integrated with CI/CD pipelines.
Experience with modern test and defect management tools (Jira, TestRail, ALM, or equivalents).
Hands-on experience testing SOAP and REST APIs with Postman or equivalent tools.
Familiarity with compliance and regulatory testing in financial or other highly regulated domains.
Demonstrated success in QA leadership for modernization initiatives, with continuous personal involvement in testing and validation activities.
FLSA status:
This position is exempt (not eligible for overtime pay):
YesOur 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 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.
Auto-ApplySVP, Head of Recovery Legal and Asset Sales Strategy
Atlanta, GA job
This position is within the Cards Collections and Recovery Risk team. As part of this team, the successful candidate will be responsible for helping manage Recovery and late stage Collections Strategy, Operations Oversight, and daily interaction with the Collections and Recovery policy and operations teams. The role is accountable for supporting cooperative deployment of strategies designed to meet portfolio Risk Appetite goals and the execution of routines to monitor a full spectrum of processes. The individual will work closely with the Collections and Recovery Operations team, Collections and Recovery Policy team and Cards Risk Management leaders to ensure alignment between strategy and operations areas.
Responsibilities:
o Manage a team of analysts and senior analysts located throughout the US and India.
o Optimizing existing late stage collections and recovery strategies pertaining to legal treatments, asset sales, external agencies, and internal recovery unit.
o Working across Internal Recovery and Agency risk peer groups to optimize full end-to-end recovery life cycle of accounts from both a lifetime liquidation and Net Present Value perspective.
o Representing Risk Management on inter-departmental Process Teams.
o Participating in creating system requirements for new collections and recovery strategies and represent Risk Management throughout the development life cycle of a new strategy or policy.
o Making recommendations and communicating the results to senior management.
o Evaluating effectiveness of current collections and recovery policies and strategies.
o Making significant contributions in the development of analytical tools used in the assessment of Collections and Recovery risk and policy.
o Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications:
o Four-year degree in Statistics, Economics, Engineering, Finance, Mathematics, or a related quantitative field, or equivalent work experience; Graduate degree is highly desirable
o Minimum 10 years of related analytic experience in a collections or recovery environment
o Minimum 5+ years of experience in statistical analysis with working knowledge of at least one of the following statistical software packages: SAS, SPSS, Python, Statistica, S+ or some equivalent or R/ R Studio
o Demonstrated ability to synthesize, prioritize and drive results with a high sense of urgency
o Strong project management ability
o Consistently demonstrate clear and concise written and verbal communication
o Previous management experience
Education:
* Bachelors level degree in Business, Statistics, Mathematics, or Engineering, or equivalent work experience. Master's degree preferred
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
* -----------------------------------------------------
Job Family Group:
Risk Management
* -----------------------------------------------------
Job Family:
Risk Framework and Policy
* -----------------------------------------------------
Time Type:
Full time
* -----------------------------------------------------
Primary Location:
Wilmington Delaware United States
* -----------------------------------------------------
Primary Location Full Time Salary Range:
$156,160.00 - $234,240.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
* -----------------------------------------------------
Most Relevant Skills
Analytical Thinking, Change Management, Communication, Constructive Debate, Escalation Management, Policy and Procedure, Policy and Regulation, Risk Controls and Monitors, Risk Identification and Assessment, Stakeholder Management.
* -----------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
* -----------------------------------------------------
Anticipated Posting Close Date:
Dec 18, 2025
* -----------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Part Time Security Officer
Primerica Inc. job in Duluth, GA
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
This is an onsite role
Salary $15.00/hr
This is a part-time role
Responsibilities & Qualifications
* Greets visitors and staff in a professional and polite manner
* Monitor employee and visitor traffic to be alert to suspicious persons or situations
* Advises supervisor of potential security problems
* Receives complaints and/or information from employees and visitors and takes appropriate action
* Checks visitor and employee identification badges in buildings where identification is required
* Maintains and records appropriate information in the shift logbook.
* Completes incident reports accurately and timely to include all pertinent information to assist
* Security Director
* Must be able to walk or stand for extended periods of time.
* Assigned to security posts as designated by Security Director
WORK SHIFTS: Part Time
* 24 hours per week
* Varies
* May include nights, weekends & holidays
KNOWLEDGE, SKILLS AND ABILITIES
* Minimum 1-year experience as a Security Officer, Military or Law Enforcement is required
* Minimum High School Diploma or GED required
* Valid driver's license is required
* Proficient with MS Word
* Excellent judgment and decision-making ability
* Excellent verbal and written communication skills
* Good interpersonal skill to interact and communicate with employees and the public daily in a professional manner
* Current certification and competency in CPR/AED and basic First Aid
* Willingness to cooperate and accept directions
* Basic supervisory and administrative skills
* Must be able to walk for extended periods of time
* Good Judgement and decision making
FLSA status:
This position is exempt (not eligible for overtime pay):
No
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 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 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.
Auto-ApplyTour Guide-5
Primerica Inc. job in Duluth, GA
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 Tour Guide-HWO (hours worked only) leads Primerica Field Representatives and other VIP's through a tour of Primerica's campus and occasional off-site meeting related tours.
The Tour Guide presents information pertaining to specific work areas that support the Sales Representatives' business interests. The role assists customers in the retail atmosphere, troubleshoots and corrects technical problems with tour equipment, and helps maintain displays used for tours. Tour Guides maintain in-depth knowledge of tour locations, including history, culture, and attractions, and highlighting points within the home office.
Hourly rate: $15.00
Hours:
* Must be available to work 5 - 20 hours per week
* Shifts as early as 7:30am
* Mondays are required
Responsibilities & Qualifications
Knowledge, Skills, and Abilities:
* Excellent verbal presentation and communication is essential.
* Flexible with excellent interpersonal skills
* Ability to communicate with all Field levels and quickly assess needs
* Some weekend and occasional weeknight work are required
* Excellent verbal communication skills
* Ability to speak to groups ranging from 25 - 200 people
* Ability to function well in a fast-paced, team-orientated environment
* Self-starter with the ability to handle high pressure situations
* Ability to stand and walk for long periods (stairs included) and lift items up to 50lbs
Minimum Qualifications:
* High School Diploma or GED
* Bilingual (English/Spanish) skills are a plus
* Basic PC skills
* Previous work experience in a retail atmosphere is a plus
* Requires the ability to handle unexpected situations and the capability to manage long walks and lift loads over 50lbs.
* Prior tour guide or customer service experience advantageous.
* Fluency in relevant languages English and Spanish a plus.
* Prior knowledge of the company preferred
This position is not eligible for benefits.
FLSA status:
This position is exempt (not eligible for overtime pay):
No
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 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 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.
Auto-ApplyUnderwriter - Disability Insurance
Remote or Phoenix, AZ job
Do you want to be part of a team that encourages your growth, supports your ambitions and makes it a priority for you to reach your goals? Is helping people part of who you are? At MassMutual, we help millions of people find financial freedom, offer financial protection and plan for the future. We do this by building trust with our customers by being knowledgeable problem solvers and by prioritizing their needs above all else. We Live Mutual.
* POSITION IS 100% REMOTE/VIRTUAL* Work from home anywhere in the United States
We are seeking a DI Underwriter to join our team! You will be responsible for working with our customers, agents and brokers during the individual disability income insurance sales and service process.
The Opportunity
* Become a part of a dynamic team that is helping Americans protect the ones they love
* Highly competitive pay & benefits on the first day
* 100% remote/virtual position - work from home anywhere in the US
The Team
It is an exciting time to be and underwriter at MassMutual! MassMutual is going through a digital transformation while continuing to be a leading customer-centric company. The team is composed of underwriters supporting our MassMutual Financial Advisors (MMFA) distribution channel. We support MassMutual career agents, individual brokers and the consumers they serve. The team culture is collaborative, cross-functional, and uses old and new technologies combined with a work/life balance.
The Impact
We are looking for the right candidate to join our team. The chosen candidate will be tasked with developing the skills needed to underwrite disability insurance in a fast-paced diverse work environment that is inclusive and values different experiences, backgrounds and knowledge.
Roles and Responsibilities
* Evaluate and handle all underwriting aspects of disability insurance applications.
* Understand underwriting policies, guidelines, practices, and procedures.
* Determine whether to accept, modify, or decline a risk through evaluation of an individual's risk profile including medical history, occupational hazards, financial background, etc.
* Build trust by providing efficient, quality service to our MMFA agents, brokers, and field office staff.
* Communicate effectively with the field to explain underwriting decisions and facilitate placement of business.
* Tailor communication style to fit a variety of target audiences, foster relationships and facilitate placement of business.
* Collaborate with stakeholders to gather information necessary for decision-making and selecting profitable risks.
* Influence and champion changes to improve processes while maintaining morbidity expectations.
* Leverage interpersonal and emotional intelligence skills to develop relationships with key business partners across the competitive landscape.
* Work independently with minimal direction and be comfortable with ambiguity.
The Minimum Qualifications
* High school diploma or GED
* 3+ years of proven success underwriting disability insurance in a fast-paced work environment.
* $7K+ approval authority in disability insurance underwriting.
The Preferred Qualifications
* Bachelor's degree
* 5 Years+ of proven success underwriting individual disability insurance in a fast-paced work environment
* Approval limits of $10K+ IDI, $15K+ BOE, $250K+ Buy/Sell without a second signature
* Exams completed toward industry designations i.e., DIA/DIF, AALU/FALU, FLMI, etc.
* Thorough knowledge of all aspects of risk selection (medical, non-medical, financial).
* Excellent understanding of key underwriting concepts, best practices and in the implementation of necessary risk management controls
* Thorough knowledge of underwriting administrative systems, product rules, guidelines and medical factors impacting morbidity with a keen ability to position the underwriting decision to the field
* Ability to think critically and problem solve using data to drive toward resolution
* Technological/digital savvy with high intellectual curiosity
* Demonstrated track record of working with minimal supervision, being a self-starter and working with others in a team environment
* Proven customer service and communication skills
* Positive, inclusive, agile, and collaborative mindset
* Strong verbal and written communication skills
* Flexibility to handle changing priorities
* Collaborative team player with the ability to contribute to a positive work environment.
What to Expect as Part of MassMutual and the Team
* Regular meetings with the DI Underwriting Team
* Focused one-on-one meetings with your manager
* Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran and disability-focused Business Resource Groups
* Access to learning content on Degreed and other informational platforms
* Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
#LI-Remote
#LI-JA1
Salary Range:
$65,800-$86,300
At MassMutual, we focus on ensuring fair equitable pay, by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.
Why Join Us.
We've been around since 1851. During our history, we've learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.
We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It's more than our company structure - it's our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.
MassMutual is an equal employment opportunity employer. We welcome all persons to apply.
If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.
At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component. For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.
Auto-ApplyBindery Operator
Primerica Inc. job in Lawrenceville, GA
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 Bindery Operator is a machine operator that can operate multiple types of machines within the Bindery Department. These machines include cutters, folders, stitchers, paper drill, shrink wrapper and paper banders. These are all machines used to finish the printed material.
Salary Range up to $49K DOE
100% Onsite
Responsibilities & Qualifications
* Works with Bindery Foreman to determine finishing schedule
* Sets up machines to the specifications on the job jacket
* Operates the machine to produce finished product
* Instructs helper (if applicable) on packaging Information.
* Makes sure quality standards are meet by inspecting finished products.
* Inspects finishing procedure to insure all instructions for each job are being followed.
* Check trim, folds, and pagination to make sure each job is being finished properly.
* Insure that all bindery equipment is in top working order for production and quality.
* Make sure that all bindery equipment is properly greased and lubricated.
* Manage parts inventory to insure that each machine has the spare parts and knives needed to operate Paper Drilling, Padding Shrink-wrapping.
* experience of 3 or 4 years would be a plus
#Dice
#LI-SH1
FLSA status:
This position is exempt (not eligible for overtime pay):
No
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 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 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.
Auto-ApplyCash Room Clerk
Primerica Inc. job in Duluth, GA
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 Cash Room Clerk processes all incoming receipts into the various systems and perform cash disbursement duties. This position also serves as a back-up in all areas of the department.
This is an 100% onsite position at our corporate office in Duluth, Georgia.
The estimated salary range for this role is: $39K - $41K
Candidates must live in Metro Atlanta Area
Scheduled is Mon - Fri 7am -4pm
Responsibilities & Qualifications
Job Duties & Responsibilities
* Prepares and verifies receipts or maintenance reports to ensure accuracy.
* Reviews images for clarity and understands how to troubleshoot the system when images are not clear. Verifies that client agent information is present and correct.
* Utilizes system to obtain missing information.
* Returns funds to sender if identification cannot be accomplished.
* Ensures cash is logged and balanced appropriate documentation.
* Verifies overnight packages documentation and contents, ensure these are processed within the same day.
* Verifies documentations is accurate and appropriate for various types of disbursements.
* Agrees actual disbursements to Workday, Life 70 and Power-to-Pay registers and coordinates resolution of differences.
* Coordinates resolution of non-deliverable items. Coordinates special handling of disbursements with various areas.
* Verifies check register & sign off approvals
* Verifies information for processing of void and stop payments of disbursements.
* Prints cash disbursements for mailing
* Perform various administrative and customer service- related duties.
* Log incoming checks, overnight packages and letters.
* Identify and escalate issues when necessary and appropriate and work with relevant team members to resolve issues.
* Maintain orderly and clear work areas, including all machines, tables, cabinets and storage areas.
Required Qualifications
* Experience in cash receipts representative and/or cash disbursements or equivalent business experience
* Ability to quickly learn new functions, manage multiple priorities, and switch gears as required
* Successful completion of testing and evaluation for every operational aspect of the team
* Ability to perform 10 Key by touch, 10,000 KPH
* Excellent PC skills
* Ability to consistently follow established methods and procedures and
* Ability to work under daily deadline pressure
* Ability to work overtime as required
* Microsoft Office - Word and Excel, intermediate to advanced
* Basic Accounting knowledge
* Knowledge of Life Insurance and Securities practices, a plus
* Knowledge of Primerica, Agency Compensation systems, a plus
* Knowledge of automated remittance processing, a plus
* Knowledge of Primerica Front End Applications, a plus
* Basic Understanding of Internal Controls, a plus
#Dice
#LI-SH1
FLSA status:
This position is exempt (not eligible for overtime pay):
No
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 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 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.
Auto-ApplyLife Insurance Sales Agent - Entry Level (Remote)
Primerica job in Lincoln, NE or remote
EXCITING OPPORTUNITY! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth.
No Experience Necessary
This position is open only to US Residents residing in the United States
Candidates must be 18 years+
Candidates must be able to pass a background check
This is a 1099 opportunity, not a W2
As a life insurance agent, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses.
Desired Candidate Should Possess:
Excellent customer service skills
Ability to develop, manage and drive growth
Candidates must be ready to plug-in and follow a proven system
Experience in sales, marketing and business are preferred but not required
What we provide:
A Competitive Performance-based Compensation Package
Zoom Training & Bonus program
Ongoing Support & Mentorship System to Ensure Success
Opportunities For Quick Advancement Within
Win All-Expense Paid Trips to Top Resorts with the Company
E & O Coverage Included
No Quotas
For More Information: EXCITING OPPORTUNITY! Our offices are expanding and we're seeking hardworking individuals who are ready to step outside the box and build a business! We are seeking Life Insurance Agents to join our team. Whether you're an experienced insurance agent seeking a new opportunity or just beginning your career, we offer a chance to showcase your abilities and achieve professional growth.
No Experience Necessary
This position is open only to US Residents residing in the United States
Candidates must be 18 years+
Candidates must be able to pass a background check
This is a 1099 opportunity, not a W2
As a life insurance agent, you will play a key role in assisting clients with their financial needs. This is an entry-level position, and no prior experience is necessary. We provide comprehensive training and cover the cost of obtaining your professional licenses.
Desired Candidate Should Possess:
Excellent customer service skills
Ability to develop, manage and drive growth
Candidates must be ready to plug-in and follow a proven system
Experience in sales, marketing and business are preferred but not required
What we provide:
A Competitive Performance-based Compensation Package
Zoom Training & Bonus program
Ongoing Support & Mentorship System to Ensure Success
Opportunities For Quick Advancement Within
Win All-Expense Paid Trips to Top Resorts with the Company
E & O Coverage Included
No Quotas
For More Information: ********************************
Auto-ApplyProgram Manager, Zoom Communication Platform
Primerica Inc. job in Duluth, GA
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 Program Manager for the Zoom Communications Platform (PMZ), will work directly with key stakeholders to define and implement the integration of Zoom into Primerica's communication eco-system. The PMZ will serve as our principal liaison with the Zoom corporate team as well as the Field. They will be responsible for overseeing and realizing value from our vendor relationship with Zoom. They will work with senior home office and Field leaders to ensure our communications and change management support successful onboarding, training and adoption of our Zoom communications tool. They will provide guidance to IT, Business, and Project team members, providing business objectives and connect features to those objectives to deliver concrete, high business value over time. The program manager will work with key stakeholders across the organization to identify ways Zoom can enhance our sales and further our strategic vision. This role will help support meeting the organization's regulatory and compliance requirements as it relates to storage of "off-channel" communications. They will work with Legal and Compliance to ensure adoption and use of approved tools and migration away from legacy or sunset tools and messaging platforms that fail to meet regulatory compliance requirements. Moreover, the PMZ will be responsible for gaining Field acceptance of Zoom, will communicate with the Field regarding Zoom's benefits including developing and delivering Field communications and training via presentations, webinars, virtual hierarchy meetings, etc.
Responsibilities & Qualifications
Set the Vision and Strategy
Collaborate with the senior levels of management, marketing, training, communications, Field leaders and legal/compliance teams to:
* Ensure that Zoom is integrated into our organization.
* Define how best to describe the benefits of using Zoom, the time saved by using a centralized enterprise tool, and improved metrics to drive improved communications and activities with Clients and Representatives by using Zoom.
* Act as an ongoing champion for Zoom both internally and with the Field and actively promote new features and functionality available through Primerica's Zoom program.
* Lead cross functional teams in delivering maximum value from our Zoom relationship.
* Serve as our liaison to Zoom Corporate.
* Fully implement and maximize the benefit of our contract with Zoom.
* Be our primary interface with the Field on Zoom communications and addressing their technical issues.
Manage the Program Teams' Workload
* Lead and guide all stakeholders and contributing parties who have a connection to Zoom.
* Engage with the talent needed to make Zoom successful.
* Provide guidance to ensure Zoom works with our other tools.
* Lead stakeholder discovery sessions and demos for senior level internal stakeholders (IT, marketing, operations, legal & compliance, etc.), vendor partners (product and service providers, systems integrators, interactive agencies, development partners, etc.), as well as senior Field leaders to help define what collaboration will be necessary to work through the Zoom road map. In addition to strong technical skills, this position must be able to function well in high performing, agile, integrated product teams and have proven communication skills.
Know the Business and Technology Need
* Assess process and system use and be laser focused on KPIs to track progress and manage changes quickly relative to Zoom. Will work with the data and analytics team to link metrics and analytics to underlying business objectives from the outset; establish and track metrics to see how often featured are utilized and which features are most valuable; and how use of product influences other behaviors.
* Identify opportunities for improvement. Defining what "better" looks like is a central responsibility. This requires a strong understanding of technology and user-experience issues in order to make the right tradeoffs in deciding on the product features to develop that encourage repeated use and overcome the barriers that deter Reps from realizing value from Zoom.
Collaborate and Present to Stakeholders
Collaborate with the management, operations, technology, marketing, training, communications, senior Field leaders and legal/compliance teams to:
* Market and explain Zoom's functionality and attributes in a clear and compelling way.
* Help define how best to describe the benefits of adoption and use of Zoom in our business.
* Provide the analysis necessary to achieve our Zoom goals and evaluate the priority of new features and functionality the Field wants incorporated into Zoom.
* Consider ways to reduce expenses by using Zoom's technology and sunsetting comparable legacy systems.
* Coordinate Zoom-related activities.
Training and Support
* Work closely with marketing and senior Field leaders to develop and execute robust communications and training programs for the Field and home office.
* These communications will include, but are not limited to, announcements, presentations to the Field, training modules for POL, Zoom webinars as well as executive and Field working group presentations.
* Troubleshoot Field technical issues with key stakeholders.
Required Education and Experience
* Bachelor's degree or 8-10 equivalent experience in Business, Technology, and Management
Preferred Certifications or Licenses
* Project Management Professional License (PMP)
* Agile Scrum
* SAFE certification
FLSA status:
This position is exempt (not eligible for overtime pay):
Yes
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 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 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.
Auto-ApplyNetwork Administrator
Alpharetta, GA job
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence and strong team ethics. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Technology works as a strategic partner with Morgan Stanley business units and the world's leading technology companies to redefine how we do business in ever more global, complex, and dynamic financial markets. Morgan Stanley's sizeable investment in technology results in quantitative trading systems, cutting-edge modeling and simulation software, comprehensive risk and security systems, and robust client-relationship capabilities, plus the worldwide infrastructure that forms the backbone of these systems and tools. Our insights, our applications and infrastructure give a competitive edge to clients' businesses-and to our own.
The Network Administrator is responsible for monitoring, troubleshooting, maintenance, and level 1 & 2 problem resolution activities of large WAN and LAN environments. Cisco & Palo Alto hardware is utilized in our fast-paced and challenging operational environment. No administration of Windows/Linux systems is involved - this role is strictly networking focused and requires in-depth knowledge of network support technologies, tools, and operational procedures. This position's primary emphasis is problem identification, alerting, troubleshooting, and incident resolution.
Network Operations (NetOps) coordinates with development, engineering, and other Technical Operations (TechOps) teams to support the environment and implement network configuration changes including config scripting for new access connectivity through WANs, LANs, and firewalls. NetOps maintains network environments in multiple geographically distinct data centers and dozens of globally dispersed enterprise locations. The team focuses on activities specific to monitoring, reporting, tech hygiene (reboots/code upgrades) and adheres to very strict configuration standards. This position requires excellent verbal and written communication skills required to relay information to management, adjacent support teams, and downstream customer groups. The ability to create concise documentation of issues, compile statistics and related data, as well as build reports on network performance is required.
* This Day Shift position operates 5 days a week during typical Market hours
* Flexibility may be required for approximately 3-4 weeks of training: Monday- Friday from 8AM - 4PM
What you'll bring to the role:
Candidate must possess 5+ years of demonstrable experience in the following areas:
* A firm understanding of Layer 2 and Layer 3 troubleshooting and incident resolution methods
* Network monitoring and Incident ticketing system experience (Remedy, ServiceNow, etc.)
* Experience maintaining, upgrading, and configuring Cisco routing/switching hardware required
* WAN administration of point-to-point, dark fiber, and MPLS circuits (with BGP/OSPF routing)
* Excellent communication skills required including written correspondence and vocal notification
* Hands-on experience working in an enterprise operations environment or 24x7x365 NOC
* Excellent interpersonal skills and the ability to multitask and work well under pressure required
* Understanding of network management tools, monitoring applications, and packet capture technologies is required
* Strong understanding of change management processes, business unit engagement methodologies, and project lifecycle management
* Candidate must demonstrate initiative, reliability, self-motivation, and possess a strong sense of urgency to be considered
* BS degree in either Computer Science (or similar discipline) or equivalent work experience
* CCNA preferred
Nice to haves:
* 3-5 years of experience with network monitoring and troubleshooting methodologies
* 5+ years of experience supporting networks in a fast-paced 24x7 NOC environment
* 5+ years of experience with Cisco, FortiGate, and/or Palo Alto firewall administration is preferred
* Previous Financial Services support experience preferred
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplySenior Assistant
Primerica job in Duluth, GA
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 PositionPerforms a variety of confidential administrative duties for Manager/Executive. Maintains calendars by tracking and making appointments and meetings.Responsibilities & Qualifications
Provides high-level administrative support to senior managers, managing complex calendars, correspondence (email, calls, mail), travel, and meetings, while handling confidential information with discretion; acts as the primary liaison, prepare reports/presentations, maintain records, and ensure smooth office operations, requiring strong organization, communication, time management, and technical skills.
Key Responsibilities:
Calendar & Schedule Management: Organize daily schedules, book appointments, and meetings.
Communication Hub: Act as the first point of contact, filtering calls, emails, and visitors.
Document Preparation: Create, edit, and proofread reports, presentations, memos, and other essential documents, potentially involving data analysis.
Information & Record Management: Maintain confidential files, manage databases, and oversee electronic and paper filing systems.
Meeting Support: Prepare meeting agendas, book facilities, take minutes, and follow up on action items.
Office Operations: Handle general office tasks, manage supplies, process invoices, and sometimes assist with bookkeeping.
Essential Skills & Qualifications:
Skills: Exceptional organization, time management, written/verbal communication, attention to detail, discretion, problem-solving, and proficiency with office software (e.g., MS Office).
Experience: Previous experience in an administrative or secretarial role, often with a background in business administration.
Role in the Organization:
Efficiency: Enhances executive productivity by handling administrative burdens.
Gatekeeper: Manages access to investigators and controls information flow.
Location: Atlanta, GA
Hybrid role
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 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.
Auto-ApplyDirector - Full-Stack Developer
Alpharetta, GA job
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Software Engineering III position at the Director level, which is part of the job family responsible for developing and maintaining software solutions that support business needs.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
WM Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Private Banking Group (PBG), one of the strategic growth areas of the Firm, providing cash management and lending products and services to our WM clients. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities based loans and tailored lending. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, WMPT is the place for you.
Role Profile
The ideal candidate will develop quality software for Digital Business Automation applications used by FA/CSAs, Branch users and clients with various Object-Oriented development tools and techniques. The individual should be highly experienced with backend end development using Java, Spring Framework, Spring boot, Relational Database possess good problem-solving skills, and take ownership of items independently while tracking to closure. The candidate will liaise with global teams to understand requirements, develop high quality code and deliver projects. The position requires attention to detail, coupled with ownership, to ensure the delivery of high-quality applications.
What you'll do in the Role:
* Design and development of Digital Business Automation applications using server-side technologies for client, Financial Advisor and Branch Managers.
* Collaboratively Work with Chapter lead, product owners, scrum masters and testing team to deliver business requirements.
* Participate in scrum meeting, chapter meeting and fleet meeting
* Create highly optimized, scalable, redundant and distributed software Deliver manageable, modular code, along with automated tests
* Work with geographically dispersed teams (NYC, Alpharetta, Mumbai, and Bangalore).
* Perform code reviews on server-side code
* Help release and maintain code as well as address production issues
* Implementing DevOps tools and practice
* Writing unit tests using Junit and Mockito
What you'll bring to the role:
* 4+ years of hands-on technical experience delivering solutions using Java 8 and above with OO Design and Programming and Distributed Architecture Design.
* UI experience using Javascript/Angular/React
* Experience using spring boot, spring mvc and microservices.
* Project experience in any relational Database
* Experience in Messaging framework with Kafka or IBM MQ any version
* Experience with multithreaded programming and concurrency
* Experience in Agile and DevOps practices
* Strong communication, organizational, and collaboration skills.
* Demonstrates exceptional analytical and problem-solving skills.
* Development experience building high volume systems
* Experience in working on large and medium scale projects in agile environment
* Strong experience in building REST based services integration
* Experience with task management tools such as JIRA.
* Competency with source control (preferably Git) and Continuous Integration tools such as Jenkins or Teamcity.
* Good understanding on cloud
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplySoftware Engineer II
Alpharetta, GA job
In the Technology division, we leverage innovation to build the connections and capabilities that power our Firm, enabling our clients and colleagues to redefine markets and shape the future of our communities. This is a Software Engineering II position at the Associate level, which is part of the job family responsible for developing and maintaining software solutions that support business needs.
Morgan Stanley is an industry leader in financial services, known for mobilizing capital to help governments, corporations, institutions, and individuals around the world achieve their financial goals.
Interested in joining a team that's eager to create, innovate and make an impact on the world? Read on.
Wealth Management Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Private Banking Group (PBG), one of the strategic growth areas of the Firm, providing cash management and lending products and services to our WM clients. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities-based loans and tailored lending. If you are an exceptional individual who is interested in solving complex problems and building sophisticated solutions in a dynamic team environment, WMPT is the place for you.
This position is for a Web Services Developer (.NET/C#) for Morgan Stanley Wealth Management- FPAP PAG at Morgan Stanley's Bangalore location. It provides technology solutions for Financial Advisors and WAA/CSA. The application Suite includes Advisory Unify, GPS and a comprehensive set of Business Components that enable the Financial Planning, Monitoring, Client Reporting and Business Management capabilities to end users.
The charter of this team is to develop FA facing Websites and applications. Working as a member of this team, the candidate will be responsible for developing and supporting applications/services. This is a hands-on role and is responsible for analyzing user specifications and requirements and aiding in coding, testing and debugging applications.
What you'll do in the role:
Take ownership of small/medium applications, or application components and ensure delivery of the same through his/her team
Understands business needs and priorities and provides thought leadership on potential solutions and the opportunities for technology to create positive impact on the business.
The Right Candidate:
In-depth understanding of the full software development life cycle.
Deep familiarity with modern software development and design concepts encompassing a range of languages and platforms.
Has excellent analytical and problem solving skills that are coupled with strong communication, anticipates issues and deals with them proactively.
Is team oriented, highly collaborative, works effectively to build strong long term partnerships with stakeholders at all levels of the organization and across a variety of business and IT functions.
Self-motivated team player committed to delivering on time and should be able to work with under supervision.
Demonstrates a passion for technology innovation balanced with a pragmatic approach to developing and deploying solutions that best benefit the business.
Nimble, adaptable, able to express ideas in meetings & design discussions, comfortable with ambiguity; course correct when circumstances change.
What you'll bring to the role:
Minimum B.Tech/B.E degree in Computer Science, Engineering or a related field
2+ years of professional experience using .NET technologies with an emphasis on C#, ASP.NET Web Restful APIs
2+ years of professional experience in Angular and or any other UI technologies
2+ years of experience creating/consuming web services and data
Strong Communication Skills
Strong Analysis, Design and Development Skills
Good problem-solving skills
Solid understanding and experience with Object-Oriented design and development
Ability to work in a fast paced and dynamic environment
Skills Desired:
Working experience with Agile methodologies would be useful
Prior work on in the banking/brokerage industry a plus
Prior work experience with multi-threaded/ performance intensive applications
Knowledge of Angular or any UI technologies, .Net core, docker or container-based applications
Prior work experience with cloud-based applications
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyCollege Financial Representative, Internship Program
Peachtree City, GA job
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
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$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyCiti Private Bank - UHNW Private Banker - Director / MD
Atlanta, GA job
Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
Job Requirements
New Client and Business Development
* Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
* Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
* Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects
* Profile, qualify, and convert prospects into CPB clients.
* Identify and execute on new business opportunities with existing clients
* Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
* Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
Relationship Management
* Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters
* Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
* Manage client expectations regarding what can and cannot be executed on their behalf
* Ensure financial strategies are kept current and appropriately aligned with client objectives
* Understand and communicate the risk involved with financial and investment strategies
* Ensure all client inquiries and problems are handled effectively and resolved
* Help team members to acquire experience and establish credibility with clients
Compliance Oversight and Controls
* Comply with all regulatory policies and control procedures regarding client transactions and suitability
* Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
* Oversee and ensure clients are on-boarded appropriately including all required documentation is complete and accurate
* Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Skills and Knowledge
* Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
* Strong knowledge of financial industry and current market conditions
* Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
* Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
* Ability to understand, utilize and learn computer and web based applications
Qualifications and Education
* 15+ years of experience
* Licensing: Series 7 & 66 (or 63 & 65) & 31
* Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
* Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
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Job Family Group:
Private Client Coverage
* -----------------------------------------------------
Job Family:
Private Banker
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Time Type:
Full time
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Primary Location:
Atlanta Georgia United States
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Primary Location Full Time Salary Range:
$200,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.
* -----------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Anticipated Posting Close Date:
Jul 15, 2025
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Information Security Analyst 2
Primerica job in Duluth, GA
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 PositionThe Information Security Engineering Analyst is an integral part of the IS Engineering team. This position will lead security efforts to design, implement, administer, and support information security technologies and processes that will ensure data and systems are adequately protected. It requires performing a broad range of security duties requiring a working knowledge of cyber security and several supporting technologies. The Analyst will work with project teams to define security requirements for programs, applications, processes, and new platform systems in line with the enterprise information security architecture. Responsibilities & Qualifications
Support and manage security infrastructure, including but not limited to; Proxies, NextGen Firewalls, IDS/IPS, SIEM, Sandboxing technologies, APT solution, etc.
Participate in Vulnerability and Threat Management program
Perform root cause analysis on security incidents
Apply effective communication to translate complex technical security deficiencies into business risks that are understood by business stakeholders when making decisions for future security investments
Use an information security architecture framework and methodology to enable reuse of information security components across the enterprise
Assist proof-of-concept activities for innovation initiatives to ensure coverage of information security requirements
Perform additional security-related duties as requested
Bachelor's degree in Computer Science, Information Systems, CyberSecurity, or 2-3 years related experience
CISSP or other Security Certifications are preferred, or willing to obtain
Experience with SIEM technologies, including development
Experience with Host based Security controls
Experience in the vulnerability assessment lifecycle from the point of identification to remediation including penetration testing and source code analysis tools
Ability to research, analyze and resolve complex problems with minimal supervision and escalate issues as appropriate
Able to work independently and be a self-starter; managing multiple tasks according to priorities; results oriented and proven ability to meet deadlines
Hybrid role
Location: Atlanta, GA
FLSA status:
This position is exempt (not eligible for overtime pay):
YesOur 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 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.
Auto-Apply