:: Financial Advisor Careers and More at VALIC Career Center ::

Job Title: Part-time Sales Assistant/ West Houston, TX

Location: TX-Houston

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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: West Houston
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 two VALIC sales professionals.
- Monitor and manage Financial Advisors calendar.
- Monitor and manage sales leads.
- Respond to client requests for forms or sales literature.
- Process and follow up on client paperwork
- 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 clients.
- 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:

- 25 hours per week with flexibility
- Starting pay rate at $10.00/ hour.
- No securities licensing required.

- Person hired for this position will work in the district office
- Training will be provided by the Financial Advisor

Office Location:
Beltway 8 @ Briarforest in Houston, TX

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.

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Important Notice about Purchasing an Annuity From Us

To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who purchases certain annuity products. What this means for you: When you purchase certain annuity products from us, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may ask to see your driver's license or other identifying documents.

Securities and investment advisory services are offered by VALIC Financial Advisors, Inc., member FINRA, SIPC and an SEC-registered investment advisor.

VALIC represents The Variable Annuity Life Insurance Company and its subsidiaries VALIC Financial Advisors, Inc. and VALIC Retirement Services Company.

This information is general in nature and may be subject to change. Neither VALIC nor its financial advisors or other representatives give legal or tax advice. Applicable laws and regulations are complex and subject to change. Any tax statements in this material are not intended to suggest the avoidance of U.S. federal, state or local tax penalties. For legal or tax advice concerning your situation, consult your attorney or professional tax advisor.