Part-time Sales Assistant/ Phoenix, AZ
Job ID #: SA-TNS-Phoenix-CRAVAN
Location: AZ-Phoenix
Functional Area: Clerical/Admin.
Company Name: VALIC
Employment Type: Part Time - Regular
Education Preferred: High School
Experience Required: 3-5 years
Relocation Provided: No


Position 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 Advisor's 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.

Position Requirements

About Us
Retirement Services serves more than five million customers with retirement savings products and services through its vast distribution network of registered representatives, independent broker-dealers, national and regional securities firms, banks and insurance agencies.

The six major businesses that comprise Retirement Services include:

Advisor Group, Inc., one of the largest independent broker-dealer networks in the United States and consists of FSC Securities Corporation, SagePoint Financial, Inc. and Royal Alliance.

SunAmerica Affordable Housing Partners, Inc. (SAAHP), one of the nation's leading investors in low-income housing tax credit transactions and the fifth largest apartment investor in the nation.

SunAmerica Asset Management Corp., a mutual fund and asset management business.

SunAmerica Retirement Markets, Inc., specializing in marketing and distributing retirement savings products through an extensive national network of registered representatives at independent broker-dealers, securities firms and banks.

VALIC, who, for more than half a century, has served as a leading plan provider for K-12 schools and school districts, as well as for higher education and healthcare institutions.

Western National Life Insurance Company, the largest issuer of fixed annuities in the United States and the leading provider of annuities sold through financial institutions.