Business Analyst 3

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

Join our Marketing Digital Distribution team as a Senior Business Analyst and play a pivotal role in creating a world-class digital client experience for our US and Canadian sales representatives. You'll work within a team environment to elicit and document business requirements that will be used to implement digital product features, enhancements, and innovative capabilities in a fast-paced software development environment. This role combines technical analysis with client research, data insights, and user experience optimization to drive meaningful business and user outcomes via digital product improvements.

As a key contributor, you'll bridge the gap between business stakeholders and development teams while supporting feature rollouts, communications, metrics tracking, and customer support initiatives.

Responsibilities & Qualifications

Requirements Analysis & Documentation

• Autonomously gather requirements through stakeholder meetings and subject matter expert interviews across multiple departments and teams
• Create comprehensive business requirements documentation that clearly communicates functionality specifications to a diverse audience
• Develop business requirements and user specifications for web-based software tools and mobile applications
• Maintain requirements materials and traceability matrices throughout the development lifecycle

Product Development & Collaboration

• Partner closely with the Product Owner to create and maintain product roadmaps, epics, user stories, and use cases
• Communicate requirements effectively to cross-functional team members including software engineers, testers, UI developers, UX designers and IT security analysts
• Serve as subject matter expert regarding application business rules and functionality for integrated product teams operating within an agile Scrum process
• Manage key testing activities and system functionality validation prior to and post production promotes

Customer Support & Analysis

• Provide customer support through ticket tracking systems when applicable
• Conduct client research activities and data analysis to identify improvement opportunities and issue resolutions
• Support feature rollout activities including communications, metrics tracking, and user adoption analysis
• Ensure compliance with applicable IT security, legal and ethical standards

Required Qualifications

Education & Experience

• Bachelor's degree in business, Finance, Information Systems, or related field or equivalent industry experience
• 3+ years of experience as a Business Analyst, preferably in the financial services industry
• Financial industry certifications (Series 6, 7, 63, 65, 66, CFP, CFA) are highly valued but not required
• Professional certifications such as CBAP (Certified Business Analysis Professional) or PMI-PBA are highly valued but not required

Essential Skills

• Strong Microsoft Excel skills including advanced functions, pivot tables, and financial calculations
• Proficiency in SQL for data analysis and reporting
• Proven ability to elicit and define business requirements from diverse stakeholder groups
• Excellent written and verbal communication skills with ability to convey complex technical concepts to various audiences using appropriate visuals and information formats
• Experience creating and maintaining user stories and epics in agile environments
• Demonstrated success working with QA teams to define test scenarios based on business requirements and use case
• Strong process mapping and workflow documentation skills. Experience with business process modeling tools (Visio, Lucidchart, Draw.io)

Preferred Qualifications

• Experience supporting financial planning software or wealth planning tools for a financial service company or organization
• Understanding of financial planning concepts such as retirement planning, insurance needs, investment strategies, risk assessment, debt management, education and goal savings, budgeting
• Knowledge of financial regulations (SEC, FINRA, CFTC, state insurance regulations) and compliance requirements for financial planning software
• Familiarity with financial products: insurance, securities, mutual funds, annuities, mortgage loans

Technical Proficiencies

• Proficiency in Jira, Azure DevOps, or similar agile project management tools
• Experience with Confluence or similar documentation platforms
• Microsoft Office Suite (Word, Excel, PowerPoint) - intermediate to advanced proficiency required
• Proficiency with process flow applications (Visio, Draw.io, or similar)

Personal Attributes

• Self-motivated with proven track record of delivering quality work under tight deadlines
• Ability to translate complex financial concepts into clearly documented functional requirements
• Strong organizational and time management capabilities
• Ability to work independently with minimal supervision
• Strong troubleshooting and root cause analysis skills
• Thrives in fast-paced, team-oriented environments

The salary range for this role is $90k - $110k.

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

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.