Enrollment Financial Advisor - Fremont

Emeryville CA
March 19 2018
Insurance, Securities

Functional Area:

SC - Sales Commission

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No


Picture yourself building a successful career at VALIC, where you are in charge of your financial success! VALIC is a leader in the retirement planning marketplace and provides Financial Advisors with established territories and clients. VALIC is an AIG Financial Distributors company and our mission is to be the premier provider of protection, investment and income solutions needed for financial and retirement security. Our Enrollment Specialists:
• Assist existing & potential clients with employer-sponsored retirement plan enrollments
• Prepare and help clients complete contracts & related product materials during the enrollment process
• Educate potential clients on product features
• Participate in firm or client sponsored events & deliver on-site education of the client's employer-sponsored plan
• Partner with a 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
• Extensive marketing support for participant mailings, lead generating flyers and financial planning campaigns
• Industry leading, company provided sales and marketing technology including client contact management software
• Pay for performance compensation schedule
• Benefits from day one to include a 401K and pension plan
• Educational support toward certification(s), license(s) and career development
• Ongoing coaching and mentoring by a Senior Financial Advisor

Job Requirements:
What You Need to be Successful:
• Self-motivated with a strong drive to succeed
• Ability to obtain FINRA Series 6 and Series 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
• 1 to 5 years of successful full-time work experience in professional sales or leadership role.
• Bachelor's degree preferred

It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.

At AIG, we believe that diversity and inclusion are critical to our future and our mission - creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives

We consider qualified applicants with criminal histories, consistent with applicable law.

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