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Primerica

MLM-based distributor of insurance and investments

Legal Counsel

Legal Counsel & Legal SupportConfirmed live in the last 24 hours
Full-timeDuluth, GA, USANo salary listed

About the Job

Requirements

  • A law degree and admission to the bar of any state are required.
  • Series 6 and Series 26 securities licenses must be obtained within 90 days of hire.
  • Good negotiating skills are required.
  • Excellent oral and written communication skills and electronic research skills are required.
  • Strong mathematical, analytical, and organizational skills are required.
  • Computer proficiency in Word, Excel, Westlaw, and use of the Internet is required.

Responsibilities

  • Investigate and resolve consumer complaints related to securities products, including mutual funds, variable annuities, managed accounts, and 529 plans, as well as other services provided by the Primerica Companies’ sales force.
  • Prepare responses to regulatory inquiries and assist representatives in preparing required statements.
  • Negotiate and implement settlements with consumers, including preparing required documents for management approval and enacting settlements through client payments, account adjustments, and representative discipline as necessary.
  • Identify and complete required regulatory reports, including Form U-4 and U-5 amendments, 30-day and quarterly 4530 Reports, and Suspicious Activity Reports.

Desired Qualifications

  • Basic knowledge of Primerica’s sales force, corporate structure, internal guidelines and business policies of PFSI, as well as federal and state tax laws, is preferred.

About the Company

Primerica

MLM-based distributor of insurance and investments

Primerica provides financial services through a network of independent representatives who sell term life insurance, mutual funds, annuities, and other financial products to mainly middle-income households in North America. The product system works by representatives earning commissions on their own sales and a percentage of the sales made by people they recruit into their downline, creating a multi-level marketing structure that spreads the company’s sales force with relatively low overhead. The company differentiates itself by leveraging a large, commission-based, recruitment-driven network to reach a broad customer base, rather than relying on traditional salaried agents or large physical branches. Primerica's goal is to offer affordable financial solutions and protection to middle-income families while growing its distribution network to scale its sales force and revenue.

Company size
10,001+
Company stage
IPO
Headquarters
Duluth, MN
Founded
1977

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