Job Title: Financial Advisor/Financial Planner-Existing Book-Naperville, IL
Location: IL-Naperville
  • Functional Areas:
  • Company Name:
  • Employment Type:
  • Financial Services
  • VALIC
  • Full Time - Regular
  • Education Preferred:
  • Experience Required:
  • Relocation Provided:
  • Some College
  • 3-5 years
  • No


Job Description:


Company Overview

VALIC has more than half a century of experience helping Americans plan for and enjoy a secure retirement. We provide real solution for real lives by consistently offering products and services that are innovative, simple to understand and easy to use. We take a personal approach to retirement plans and programs, offering customized solutions for individual needs.



Description
Are you struggling to build a book in today’s environment?
Have you been let go because your company cut its training program?
Are you sitting in a bank environment with low payouts?
Are you tired of door knocking and cold calling?

If you answered yes to any of those questions then ask yourself the following:

Would you like to be handed an existing book of business with active clients?
Would you like to have a high degree of autonomy and schedule flexibility?
Would you like to make only warm calls to clients who already have money with us?
Would you like to have a world class marketing team at your disposal?
Would you like to have access to a scheduling department to fill your calendar for you?
Would you like to be paid out up to 65% on your GDC?

And Most importantly:

Why am I answering all of these questions when I should be talking to their recruiter right now?

We are one of the largest providers of 403(b) plans in the country. As such we have the assets already under management; we have the clients in place (the individual contributors to their 403(b)). We want you to come in and get to know the clients we give you, build their trust, become their go-to-person for their finances, get to know their spouses(the number one occupation of a millionaire’s spouse is teacher) and help them plan their financial future.



Products offered:
Mutual Funds
Annuities
Securities
IRA’s
Insurance
529 plans
Wrap Accounts
Plus More!


Requirements:
Fully Licensed (FINRA 7 & 66 or 6, 63 & 65, plus state insurance)
4 plus years successful experience as a Financial Advisor-Prefer GDC of 150K+ per year
Excellent interpersonal skills
CFP or ChFC designations are preferred