Annuities Exchange Field Service Rep 1

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 Field Service Rep 1 primary responsibility is to receive incoming calls from field representatives relating to internal annuity exchanges by providing help or escalating to the appropriate team member or department. Makes outgoing calls for the team to relay information quickly to field representatives, answering basic process questions. Respond to inquires timely from various email queues. Providing a positive field representative experience and escalating quickly when appropriate. Assist with meeting prep, document uploads, and calculations as time permits.

This is a hybrid position.

The estimated salary for this role is: up to $35,000

Responsibilities & Qualifications

Job Duties & Responsibilities

• •Handles Incoming / Outgoing Annuity Exchange Calls.
• •Completes follow-up calls as needed.
• •Responds to emails from both reps and home office (both internal and external departments).
• •Assist the department in system testing efforts and any other duties as needed by management.
• •Gains understanding of an annuity and how various annuity products are processed.

Minimum Qualifications

• •High school diploma or equivalent
• •Minimum 1 year call center experience or equivalent

• 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.