What are the responsibilities and job description for the Finance Specialist position at Primerica?
Company Description
Primerica is a leading financial services provider in North America, supporting over 151,000 licensed representatives and employing more than 2,800 corporate professionals. With nearly five decades of experience, Primerica specializes in serving middle-income families, offering a range of products including term life insurance, mutual funds, annuities, and mortgages. Headquartered in Duluth, GA, and operating across the U.S., Canada, Puerto Rico, and Guam, Primerica is publicly traded on the New York Stock Exchange (NYSE: PRI). Committed to empowering families, Primerica also provides opportunities for entrepreneurial individuals to establish their own financial services business.
Role Description
This hybrid Finance Specialist role is based in Puyallup, WA, with some flexibility for remote work. The Finance Specialist will be responsible for analyzing financial data, preparing and reviewing financial statements, and supporting key accounting functions. The role also involves clear and effective communication with internal and external stakeholders to ensure accurate and transparent financial documentation and reporting.
Qualifications
Primerica is a leading financial services provider in North America, supporting over 151,000 licensed representatives and employing more than 2,800 corporate professionals. With nearly five decades of experience, Primerica specializes in serving middle-income families, offering a range of products including term life insurance, mutual funds, annuities, and mortgages. Headquartered in Duluth, GA, and operating across the U.S., Canada, Puerto Rico, and Guam, Primerica is publicly traded on the New York Stock Exchange (NYSE: PRI). Committed to empowering families, Primerica also provides opportunities for entrepreneurial individuals to establish their own financial services business.
Role Description
This hybrid Finance Specialist role is based in Puyallup, WA, with some flexibility for remote work. The Finance Specialist will be responsible for analyzing financial data, preparing and reviewing financial statements, and supporting key accounting functions. The role also involves clear and effective communication with internal and external stakeholders to ensure accurate and transparent financial documentation and reporting.
Qualifications
- This an entry-level position with the opportunity for advancement
- Prior knowledge of financial products and services is an advantage
- Mulit lingual is an advantage but not a requirement
- Enjoy working one-on-one with clients
- Excellent written and oral Communication skills
- Detail-oriented with solid organizational and problem-solving abilities