Field Underwriter

Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company supports more than 151,000 licensed independent representatives through a team of over 2,800 corporate employees. Founded over 49 years ago, Primerica is publicly traded on the New York Stock Exchange under the symbol “PRI,” offering applicants stability and long-term industry presence. Primerica focuses on serving middle-income families with term life insurance, mutual funds, annuities, managed investments, and mortgages. The company also provides entrepreneurial-minded individuals with the opportunity to build their own financial services business.

Role Description The Field Underwriter is a full-time, on-site role based in El Paso, TX, responsible for assessing client needs and evaluating appropriate financial protection and investment products. Day-to-day responsibilities include meeting with clients, gathering and verifying financial and personal information, analyzing risk factors, and recommending suitable coverage options and solutions. The role involves preparing and submitting applications, ensuring documentation accuracy, and following underwriting guidelines and regulatory requirements. The Field Underwriter collaborates with representatives and internal teams, maintains clear communication with clients about underwriting decisions, and provides ongoing support to help clients understand their coverage and financial strategies.

Qualifications

• Risk assessment and analytical skills, including the ability to evaluate financial information and underwriting criteria.
• Customer-facing skills such as client consultation, relationship building, and clear, professional communication.
• Attention to detail and organizational skills for managing documentation, applications, and compliance requirements.
• Basic financial literacy and familiarity with products such as life insurance, mutual funds, annuities, and mortgages.
• Ability to work on-site in El Paso, TX, with a dependable, professional presence and strong time-management skills.
• Comfort with using computer-based systems, CRM tools, and standard office software for data entry and reporting.
• High school diploma or equivalent required; post-secondary education in finance, business, or a related field is preferred.