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For your reference, we have included the original job posting below.
Part-time Sales Assistant/ Overland Park, KS
Job Number:
25683384
Company Name:
Sun America Financial Group
Job Location:
Overland Park, KS US
Job Category:
Clerical & Administrative
Part-time Sales Assistant/ Overland Park, KS
Part-time Sales Assistant/ Overland Park, KS
Job ID #: SA-TNS-Overland Park-HILDEN Location: KS-Overland Park 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:
Position Title: Part-time Sales Assistant Location: Overland Park, KS
Functional Area: Clerical/Admin. Company Name: VALIC Employment Type: Part Time - Regular Education Required: High School Experience Required: 3-5 years Salary Grade: Not Indicated Relocation Provided: No
Position Description: Part Time Sales Assistant
WHAT YOU WILL BE DOING:
- Largest majority of work will be setting appointments with existing clients.
- Providing administrative support to one or more VALIC sales professional.
- Monitor and manage Financial Advisor's calendar.
- Monitor and manage sales leads.
- Respond to client requests for forms or sales literature.
- Assist with processing paperwork and forms.
- Assist with preparing client mailings.
- Put together client enrollment packets.
- This position will not perform selling duties, nor advise clients.
Requirements:
- To be successful in this position, individual must be skilled in verbal communication and have the ability to interact effectively with external contacts.
- 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 managing Outlook e-mail database, MS Word processing. MS Excel, and also acquire and maintain a working knowledge of VALIC sales materials ordering procedures and regulations pertaining to client contact.
- Laptop computer may be provided.
Hours &
Compensation:
- 10-20 hours per week, Monday Friday, Evening hours
- Starting pay rate at $12.00/ hour.
- No securities licensing required.
- Person hired for this position will work in the Overland Park District Office.
- Training will be provided by the Financial Planning Advisor
Office Location: Overland Park, KS
Specific Requirements:
- High school graduate, or equivalent
- Three years office clerical experience including two years in a marketing, insurance, financial services, or customer service environment a plus.
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.