Financial Services Representative/ Processor
Job ID #: SunLHPOSAs
Location: CA-Woodland Hills
Functional Area: Insurance
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.

Position Overview:

The core responsibilities of a POS Financial Associate are to review and process incoming requests for surrenders, withdrawals or automatic distributions. Transactions must be reviewed to make sure that they are compliant with SunAmerica standard operating procedures and in compliance with rules and regulations as imposed by the Securities Exchange Commission and various Departments of Insurance. The position requires data entry skills as well as a basic understanding of the variable annuity business.

Organization Structure:
This position reports to the Manager of POS. This role will work with such clients as:

Internal – Service Center, Distribution Support, Service Relationship Management Team, Sales, IT,
External – Brokers, Broker-Dealers, Policyholders

Position Requirements
Performance Objectives (duties):
Determine whether paperwork is in good order before processing transaction on customers contract. If the transaction is deemed to be not in good order, the associate will pend the request, note the reason the paperwork is not in good order and make an outbound call to the agent and/ or client to let them know of the outstanding deliverables to process the request.
Attention to detail is a must when referencing effective date, tax suppression, verifying ownership, address and signatures etc. If the paperwork is not in good order the associate needs to follow the procedure written in section 1.
Requires knowledge of Service Center operating systems. (i.e. Navisys, SunView, SAP, 1Stop)
Answer Lifeline calls, process requests via call or fax from customers.
Maintain productivity expectations of 90-100%.
Maintain quality expectations of 99% or higher.
Adhere to the Service Center guidelines for attendance.

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.

Equal Opportunity Employer.