Vice President Managed Accounts

Join Our Team

In 2022, the Atlanta Journal-Constitution named Primerica one of the best places to work for the ninth consecutive year.

Also in 2022, Primerica was named one of the Best Employers for Diversity by Forbes for the second consecutive year. Forbes also named Primerica as one of America’s best Insurance companies for 2022.

Primerica ranks 6th among 25 companies included in the Term Life Insurance category. Over the past seven years Primerica has consistently been voted Best Employer by Gwinnett Magazine in its special "Best of Gwinnett" winner editions.

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 Vice President of Managed Accounts will lead marketing initiatives for the managed accounts product line to increase distribution and grow assets under management.

Manage the relationships with asset managers and other strategic partners. Work closely with advisors to deliver the materials and tools they need to grow their businesses.

This position will create and deliver sales and marketing materials, presentations, and various other tools to support advisors in the field.

Responsibilities & Qualifications

Job Duties & Responsibilities

• Manage the relationships with asset managers and other partners to deliver results for both parties. Coordinate partner needs from Ops, Legal, and other areas.
• Support advisors and partners with marketing and training initiatives. Occasional to moderate travel and speaking engagements will be necessary.

Must have the ability to develop and coordinate training and marketing resources and deliver them to the field.

• Work with Senior leadership, Compliance and Legal on new marketing initiatives and focuses.
• Explore product solutions and recommend new products. This includes the negotiation and coordination of sales and NDA agreements;

engaging Operations and Legal Depts. on the touchpoints, responsibilities, and processes and all the related coordination, communication and promotional efforts.

Provide support the marketing and the Consulting Team with the data, tools, and other resources they need to support sales growth.

Knowledge Skills and Abilities

• Excellent oral and written communication skills
• Strong analytical and problem-solving skills
• Ability to manage multiple projects and priorities
• Excellent interpersonal skills
• Ability to communicate with all levels of management
• Ability to adapt to stressful situations
• Strong decision-making capabilities
• Familiar with managing projects inside budgetary constraints
• Excellent knowledge of Microsoft Office suite
• Experience in developing training programs
• Knowledge of policies and procedures

Minimum Requirements :

• Bachelor’s degree in Business Administration, Marketing, Finance or equivalent business experience
• Series 7, 24 and 66 or 6, 26 and 65 required
• 5+ years of Managed accounts experience
• 10 + years industry experience
• Extensive knowledge of securities and retirement plan products

FLSA status :

This position is exempt (not eligible for overtime pay) :

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 ofrace, 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.