Annuity Exchange Trade Principal

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

Annuity Exchange Trade Principal coordinates with the team analysts, committee members, management teams and representatives to gather and present annuity exchange forms to the committee for approval decisions while ensuring that every committee member and field representative has a voice.

This is a hybrid position.

The estimated salary range for this role is: 60K - 65K USD Annual

Responsibilities & Qualifications

Essential Duties and Responsibilities:

• As primary host for committee meetings, will prep the daily agenda by reviewing of currently prepped forms for anything missed, review the forms still pending prep for emergency reviews, emails, conversations or any other potential exception request and putting them all together on either the paper of PEGA agenda, host committee meetings, record committee decisions and send out decisions.
• As the backup to the primary host for committee meetings, will assist in callouts, emails, research or other tasks required to make a decision or provide training to representatives.
• Acts as Annuity Exchange expert for escalated issues from Phone Reps or Annuity Exchange Analysts. The trade principal needs to understand the intricacies of the transaction and as the expert, determines if new information from the Field Rep may alter the committee’s decision and takes additional steps to coordinate with management to reintroduce to the committee.
• Perform quality control checks on processed work as well as daily reconciliation to ensure all forms have been processed correctly within department standards. Assist in requesting missing letters, letter corrections, trade review and/or management requests.
• Assist the department in system testing efforts and any other duties as needed by management.
• Is trained and acts as a back-up to the analysts to review and prepare forms for committee review. Work as a liaison with the field agent(s), Trade Review Trade Principles, internal management, and the PFSI Pre-Approval Committee to present accurate and detailed information regarding the transactions being reviewed.
• Assist management in monitoring statistical data, testing and daily work flow.
  
  

Minimum Qualifications

• Bachelor's Degree or equivalent experience
• SIE, Series 6, Series 26 required
• Proficient with web-based systems and Microsoft Office
• Critical thinking skills
• Works well in a team environment
  
  

Preferred Qualifications

• Understanding of Annuity Products
  
  

Location: Duluth, GA

This is a hybrid position

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.