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

Job Title: Part-time Sales Assistant/ Phoenix, AZ

Location: AZ-Phoenix

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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-time Sales Assistant
Location: Phoenix, AZ

Functional Area: Clerical/Administrative
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:

- Providing dedicated administrative support to a VALIC Financial Advisor
- Monitoring and managing the Financial Advisors calendar
- Monitoring and managing incoming sales leads
- Responding quickly to the Financial Advisor’s requests or the clients request for forms, statements, or sales literature
- Processing all sales paperwork and forms for the Financial Advisor.
- Phone work, to include setting appointments with existing clients
- Assisting with preparing client mailings
- Preparing routine correspondence and completing office tasks such as copying, taking messages, distributing mail items, etc.
- Putting together new client enrollment packets
- This position will not perform selling duties, nor advise clients.

Requirements:

- To be successful in this position, the candidate must be skilled in verbal communication and have the ability to interact effectively with internal and external contacts.
- The candidate must consistently exercise discretion in handling client interactions, and in directing clients to the appropriate party for resolving problems or complex issues.
- The candidate must demonstrate strong organizational skills.
- The candidate must be proficient with applicable personal computer applications, including managing MS Outlook & Lotus Notes e-mail databases, MS Word processing,
MS Excel, and MS Powerpoint,
- The candidate must also acquire and maintain a working knowledge of VALIC sales materials and the corresponding ordering procedures for these materials, as well as the regulations pertaining to client contact.
- A laptop computer will be provided.

Hours & Compensation:

- 15-19 hours per week, Monday – Friday, Flexible schedule
- Hourly 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 and other district office staff

Office Location:
Phoenix, AZ

Specific Requirements:

- High school graduate, or equivalent
- Three years of office or other clerical experience, including two years in a marketing, insurance, financial services, or customer service environment is 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.