Please see:
http://www.aig.com/individual/investments/financial-planning-services for company information.
For careers, please respond to this ad with the information stated above or by looking here:
http://www.aig.com/careersTo be successful in this position, individual must be skilled in verbal communication, be able to work with little supervision 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.
Be organized and posing the ability to forward think.
- Prefer California Life & Health license but not required
- Series 7,6 & 63 Preferred but not required for highly qualified candidate.
- Laptop computer may be provided.
Responsibilities include but not limited to:
Phone work setting appointments with existing clients.
- Providing administrative support to a VALIC financial professional.
- Monitor and manage Financial Planning 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.
- Prepare routine correspondence; and, completing office tasks such as copying, taking messages, distributing mail items, etc.
- Put together client enrollment packets.
This position is part time (20-24 hours per week) with the opportunity of leading to full time. To apply, please go to this weblink (please note the ad states 10-12 hours but is not correct and we are currently working to update these hours to reflect 20-24 hours per week). http://www.aig.com/careers/experienced-professionals/experienced-professionals-job-search?locale=en-us&cpUrl=https%3A%2F%2Fcareers.peopleclick.com%2Fcareerscp%2FClient_AIG%2Fexternal%2Fen-us%2Fgateway.do%3FfunctionName%3DviewFromLink%26jobPostId%3D253468%26localeCode%3Den-us