Job ID #: SA-LMB-Chico1-COOKSU Location: CA-Chico Functional Area: Clerical/Admin. Company Name: VALIC Employment Type: Part Time - Regular Education Required: High School Experience Required: 3-5 years Relocation Provided: No
Position Description:
Part Time Sales Assistant
WHAT YOU WILL BE DOING:
- Primary responsibility for this position will be providing administrative support to VALIC Financial Advisors.
- Answer phones & greet clients
- calling clients to set appointments.
- Monitor and manage sales professional calendar.
- Monitor and manage sales leads.
- Respond to client requests for forms or sales literature.
- Assist with preparing client mailings.
- Prepare routine correspondence; and, completing office tasks such as copying, taking messages, distributing mail items, etc.
- Put together client enrollment packets.
- This position will not perform selling duties, nor advise clients.
- This position does not provide any opportunity for advancement.
- Process mail, monitor client files.
Requirements:
- To be successful in this position, individual must be skilled in verbal communication and have the ability to interact effectively with external contact.
- Must consistently exercise discretion in handling client interactions and in directing clients to the appropriate party for resolving problems or complex issues.
- Must demonstrate strong organizational skills.
- Must be proficient with applicable personal computer applications, including Outlook, Excel and Word.
- Acquire and maintain a working knowledge of VALIC sales materials ordering procedures and regulations pertaining to client contact.
- Good Attendance, self starter
- Laptop computer may be provided.
Hours &
Compensation:
- 27 hours per week
- This position is strictly afternoon/evening work.
- Starting pay rate at $11.00/ hour.
- No securities licensing required.
- Person hired for this position will work in the district office.
- Training will be provided by the Financial Planning Advisor
Office Location: Chico, CA
Specific Requirements: High school graduate, or equivalent Three years office clerical experience.
Position Requirements
About Us:
Retirement Services serves more than five million customers with retirement savings products and services through its vast distribution network of registered representatives, independent broker-dealers, national and regional securities firms, banks and insurance agencies.
The six major businesses that comprise Retirement Services include:
Advisor Group, Inc., one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, SagePoint Financial, Inc. and Royal Alliance.
SunAmerica Affordable Housing Partners, Inc. (SAAHP), one of the nation's leading investors in low-income housing tax credit transactions and the fifth largest apartment investor in the nation.
SunAmerica Asset Management Corp., a mutual fund and asset management business.
SunAmerica Retirement Markets, Inc., specializing in marketing and distributing retirement savings products through an extensive national network of registered representatives at independent broker-dealers, securities firms and banks.
VALIC, who, for more than half a century, has served as a leading plan provider for K-12 schools and school districts, as well as for higher education and healthcare institutions.
Western National Life Insurance Company, the largest issuer of fixed annuities in the United States and the leading provider of annuities sold through financial institutions.
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