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Vice President R...

Job Title: VALIC - Retirement Specialist

Location: TX-Houston

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Functional Areas:
Company Name:
Employment Type:

Sales
VALIC
Full Time - Regular

Education Preferred:
Experience Required:
Relocation Provided:

Bachelors
1-2 years
No

Job Description:

VALIC - Retirement Specialist

VALIC Retirement Specialists service and sell financial products to existing and new clients of VALIC. Successful Retirement Specialists demonstrate the ability to develop marketing relationships with VALIC Financial Advisors and are proficient in communicating, educating and developing trusting relationships with clients over the phone. By educating existing and potential investors on retirement planning, distribution planning, tax considerations & strategies to meet their short term and long term financial goals, Retirement Specialists can assist clients in making critical decisions that help them achieve their financial objectives.

To be Successful:
Retirement Specialists must master consultative selling skills and demonstrate technical proficiency with products, services, and sophisticated software applications. The ability to build effective work relationship with other departments, the client care center, VALIC Financial Advisors and District Managers is essential.

Our People:
1. Demonstrate a drive for success and results and an understanding that the client is always first
2. Committed to add value to oneself, the department and organization daily
3. Competitive in nature and able to take action with limited supervision
4. Demonstrate product and sales knowledge or the capacity to learn these skills
5. Detail-oriented with an ability to succeed in a fast-paced environment
6. Possesses excellent communication skills necessary to gain the credibility and trust of internal partners and external clients

Training and Development:
Training and development is a core focus within the Retirement Education Center. The following outlines the new hire licensing and training process:

1. The Series 6, 63 and Texas Life License are required. Any licensing needed will be obtained during the training and licensing period

2. Retirement Specialists will go through a 6 week training period including sales, product, technical, practice management, phone skills and production training.

3. Ongoing individual and group training is provided in the following areas: Taxes, Investments, Insurance, Estate Planning, Sales Training and Financial Planning.

This position is located in our Greenspoint office. It is phone-based sales position with commission being the primary source of income. Some Saturday hours will also be required.

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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.