Part Time Sales Assistant-Carmel, IN
Job ID #: SA-LMB-Carmel-DELMIC
Location: IN-Carmel
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
Part Time Sales Assistant

What You Will Be Doing:
- Providing administrative support to a VALIC sales professional (Senior Financial Advisor).
- Monitor and manage Senior Financial Advisor's calendars.
- Monitor and manage sales leads.
- Respond to client requests for forms or sales literature.
- Assist with processing paperwork and forms.
- Phone work setting appointments with existing clients.
- Assist with preparing client mailings.
- Prepare routine correspondence; and, completing office tasks such as copying, taking messages, distributing mail items, etc.
- Put together client enrollment packets.
- This position will not perform selling duties, nor advise clients.



Requirements:
- To be successful in this position, individual must be skilled in verbal communication and have the ability to interact effectively with external contact.
- Must consistently exercise discretion in handling client interactions, and in directing clients to the appropriate party for resolving problems or complex issues.
- Must demonstrate strong organizational skills.
- Must be proficient with applicable personal computer applications, including managing Outlook email, MS Word processing,
MS Excel, and also acquire and maintain a working knowledge of VALIC sales materials ordering procedures and regulations pertaining to client contact.
- Laptop computer may be provided.

Hours & Compensation:
- 20 hours per week
- Some evening work may be required
- Starting pay rate at $ 11.00 hour.
- No securities licensing required.
- Person hired for this position will either work in the Senior Financial Advisor's office.
- Training will be provided by the Senior Financial Advisor and district office employees

Office Location:
Carmel, Indiana

Specific Requirements:
- High school graduate, or equivalent
- Three years office clerical experience including two years in a marketing, insurance, financial services, or customer service environment 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.