Financial Services Associate, New Buisness
Job ID #: SUNLHNB
Location: CA-Woodland Hills
Functional Area: Financial Services
Company Name: SunAmerica Retirement Markets
Employment Type: Full Time - Regular
Education Preferred: Some College
Experience Required: 1-2 years
Relocation Provided: No


Position Description
Who We Are: AIG SunAmerica, a member of American International Group, Inc. (NYSE: AIG), is a financial services company specializing in retirement savings and investment products and services.

What We Do: AIG SunAmerica helps more than four million customers achieve their retirement savings goals through its extensive distribution network of independent broker-dealers, national and regional securities firms, banks and insurance agencies.

The core responsibilities of a Level 1 Associate are entering data from applications to the system and sending out transfer paperwork to surrendering companies. The position requires data entry skills, attention to detail, strong customer service skills ,as well as a basic understanding of our annuity products and features.

Position Requirements
The successful candidate will possess a variety of experiences and skills including at a minimum, but not limited to:

• Introductory knowledge of systems, applications, policies and procedures of the department
• Basic PC Skills
• Introductory understanding of company products and features
• Demonstrate and practice basic written and oral communication skills
• Demonstrate organizational, time management and prioritization skills
• Demonstrate ability to consistently meet goals and deadlines, department standards for quality and productivity
• Ability to multitask
• Demonstrate on a consistent basis follow through skills
• Provide consistent high level of customer service
• Demonstrate ability to adapt to change to meet the needs of the clients and department
• Demonstrate ability to work independently and in a team environment

Major Responsibilities:

• Application Entry
• LOA Processing
• Policy Updates
• Fax Queue
• Follow Up Calls
• Helpline Calls
• Productivity Expectations: Minimum Acceptable (see Productivity Expectations Document)
• Quality Expectations: 96% or higher on a consistent basis

About Us
SunAmerica Financial Group is the fourth largest life insurance organization in the United States based on more than $221 billion of admitted assets as of September 30, 2009. It is comprised of several leading life insurance and retirement services businesses, including American General Life Companies, AGLA, VALIC, Western National Life Insurance Company, SunAmerica Retirement Markets, SunAmerica Mutual Funds, SunAmerica Affordable Housing Partners, FSC Securities, Royal Alliance and SagePoint Financial. The unified businesses, which comprise the domestic life and retirement services unit of AIG, offer a comprehensive suite of life insurance, retirement savings products and guaranteed income solutions through an established multi-channel distribution network that includes banks, national, regional and independent broker-dealers, career financial advisors, wholesale life brokers, insurance agents and a direct to consumer platform. Equal Opportunity Employer.