Primerica Recruitment – Branch Examiner

Website Primerica

Job Description:

The Branch Examiner will be located near Chicago, Illinois and will be responsible for the State of Illinois as well as other states in the assigned region (as needed) and will develop annual plans and programs for Branch Manager, Satellite Office, and Primerica Financial Services University (PFSU) Audits.

Job Responsibilities:

  • Performs audits and observe seminars and Opportunity Night presentations to ensure proper supervision and compliance
  • Develops Annual Plan to meet audit requirements for their respective zone (s)based on Department criteria and submits to the Business Control Manager for approval
  • Performs special audits and investigations as required
  • Analyzes data obtained during audit process to determine any compliance deficiencies
  • Prepares and conducts base shop compliance briefings and educates Field Force representatives on proper methods and procedures
  • Conducts newly promoted Satellite and Branch Manager FAST Start Training, PFSU Audits, and base shop audits
  • Coordinates with the Field Force and establishes monthly schedules in support of the Annual Plan considering travel cost and efficient zone(s) coverage
  • Selects candidates for No-Notice audits from Annual Plan to ensure that approximately 50% of RVP & Satellite audits are No-Notice
  • Researches, reviews and understands compliance requirements
  • Conducts research and analyzes data in support of field audits and field inquiries
  • Prepares and distributes notification for individual audits

Job Requirements:

  • Ability to manage multiple priorities
  • Excellent PC skills including Microsoft Word and Excel
  • Excellent written and verbal communication skills
  • 1–3 years previous experience as a Field Compliance Auditor, Inspector and/or Investigator is desired
  • Bilingual (Spanish) candidates preferred
  • College degree or 4 years’ experience in a financial services environment
  • Willingness to travel and work on weekends as needed
  • Possess and maintain Series 6 and 26 Licenses OR pass the SIE exam and obtain the Series 6 and Series 26 within 90 days of hire

Job Details:

Company: Primerica

Vacancy Type: Full Time

Job Location: Illinois, United States

Application Deadline: N/A

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