Valic
  • 8880 Rio San Diego Drive, San Diego, CA 92108, United States
  • www.valic.com
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/careers

To 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