Financial Advisor Enrollment Specialist - Syracuse
Excel with VALIC
With the combined strength and diverse products of AIG member companies and VALIC powering your efforts, you can provide a uniquely high level of personalized retirement and financial planning— and make a real difference in the lives of those who deserve your help.
Our Enrollment Specialists have the opportunity to assist existing & potential clients with employer-sponsored retirement plan enrollments including:
Prepare and help clients complete contracts & related product materials during the enrollment process
Educate potential clients on product focus
Participate in firm or client sponsored events & deliver on-site education of the client's employer-sponsored plan
Partner with a Senior Financial Advisor within assigned territory when client requires planning advice on investments outside employer sponsored-plan or to consolidate assets
Adhere to the highest compliance standards
What We Provide:
Existing employer relationships with current retirement plan participants to contact
Marketing support including mailings, email blasts and customized flyers
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Pay for performance compensation schedule
Competitive benefits package with immediate access to medical, dental, vision, life and 401K with match
Educational support toward certification(s), license(s) and career development
Ongoing coaching and mentoring by a Senior Financial Advisor
What You Need:
Self-motivated with a strong drive to succeed
Ability to obtain FINRA Series 7 and 66 or 6 and 63 license(s) with VALIC sponsorship
Ability to obtain active state variable life and health license with VALIC sponsorship
Ability to quickly earn trust and build lasting relationships
Eagerness to learn the financial services industry and be mentored by a Senior Financial Advisor
Minimum of 3 to 5 years of successful full-time work experience in professional sales or leadership role; or college graduate with demonstrated success in GPA and extra-curricular activities welcome to apply
Bachelor's degree preferred
The Variable Annuity Life Insurance Company ("VALIC") and VALIC Financial Advisors, Inc., subsidiaries of AIG, is an insurance, retirement and financial planning company that services clients in the not for profit, as well as the for-profit sectors. We are best known for the work that we do in the 403(b) space where our Advisors partner with clients that work in public school districts, universities and hospitals. Additionally, we also work with clients in governmental offices and, because of the vast product and services that we offer, we also have clients in the private sector. VALIC is a national company that is headquartered in Houston, TX. We have 48 district offices across the country with just under 1,500 financial advisors. VALIC's roots date back to 1955. In 1964, we implemented the very first 403b plan in a public school district. We regularly rank in the “top 3” against our direct competitors and in the K-12 market.
American International Group, Inc. (AIG) is a leading global insurance organization. Founded in 1919, today we provide a wide range of property casualty insurance, life insurance, retirement products, mortgage insurance and other financial services to customers in more than 100 countries and jurisdictions. Our diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security. AIG common stock is listed on the New York Stock Exchange and the Tokyo Stock Exchange.
Join our Talent Network at www.aig.com/talentnetwork. Additional information about AIG can be found at www.aig.com and www.aig.com/strategyupdate | YouTube: www.youtube.com/aig> | Twitter: @AIGinsurance | LinkedIn: http://www.linkedin.com/company/aig. These references with additional information about AIG have been provided as a convenience, and the information contained on such websites are not incorporated by reference into this press release.
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