Job Title: Part-time Sales Assistant/ Overland Park, KS
Location: KS-Overland Park
  • Functional Areas:
  • Company Name:
  • Employment Type:
  • Clerical/Admin.
  • VALIC
  • Part Time - Regular
  • Education Preferred:
  • Experience Required:
  • Relocation Provided:
  • High School
  • 3-5 years
  • No


Job Description:


Position Title: Part-time Sales Assistant
Location: Overland Park, KS

Functional Area: Clerical/Admin.
Company Name: VALIC
Employment Type: Part Time
Education Required: High School Diploma
Experience Required: 3-5 years
Salary Grade: Not Indicated
Relocation Provided: No


Position Description:
Part Time Sales Assistant

What You Will Be Doing:

- Primary responsibility for this position will be calling clients to set appointments.
- Providing administrative support to a VALIC sales professional.
- Monitor and manage Financial Planning Advisors 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.

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.
- Laptop computer may be provided.

Hours & Compensation:

- 10 hours per week
- This position is strictly afternoon/evening work.
- Starting pay rate at $12.00/ 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:
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.