Financial Advisor
| Company Name: |
Jimson |
Approximate Salary: |
Not Specified |
| Location: |
Warsaw, Virginia |
Country: |
United States |
| Industry: |
Insurance |
Position type: |
Full Time |
| Experience level: |
2 - 5 years |
Education level: |
High School or equivalent |
Short Description:
Financial Advisor / Tidewater, VA
Long Description:
Financial Advisor / Tidewater, VA
Job ID #: FA-AJB-Tidewater-JERAND
Location: VA-Warsaw
Functional Area: Financial Services
Company Name: VALIC
Employment Type: Not Indicated
Education Preferred: High School
Experience Required: 3-5 years
Relocation Provided: No
Position Description
We now seek highly motivated individuals with NASD Series 7 & 66 or 6, 63, and 65 and State Life and Health licenses for the opening of:
Financial Advisor in Tidewater, VA.
WHAT YOU WILL BE DOING:
-Providing financial planning services for an assigned block of higher net worth clients.
-Offering an array of financial products and services to VALIC's 1.4 million customers who rely primarily on VALIC for their retirement planning needs.
WHAT WE HAVE TO OFFER:
- Superb prospecting, advertising and sales promotion support including: colorful eye-catching sales literature, a comprehensive series of financial planning workshops, and customized direct marketing literature and letters.
- The power of computer-based programs and services to support your sales effort.
- State-of-the-art notebook computers and printers that will let you provide innovative retirement planning and asset allocation services for your clients, wherever they are.
- Benefits package including group medical and dental, life, healthcare and dependent care reimbursement accounts, free group life insurance, employee stock purchase plan, a generous 401(k) plan with company matching contributions, and more.
We are committed to creating opportunities for VALIC financial professionals, rewarding performance, and partnering with you to take stock in your future. Income sources can include training allowances, commissions, asset-based compensation or a combination of these components.
WHAT WE ARE LOOKING FOR:
- NASD Series 7 & 66
- NASD Series 6, 63, & 65
- State Variable Life & Health License
- Meet all IAR (Investment Advisory Representative) requirements for your state or meet these requirements within 6 months
- Bachelor's degree or equivalent related work experience.
- Five years financial sales experience strongly preferred
- Must be an expert at selling insurance products and cross selling.
Hours:
Financial Advisors typically set their own schedules and work 40 or more hours a week. The hours you work, which can be flexible, depend on the number of clients serviced, the amount of time spent servicing each client and the time involved in managing client investments. The flexibility to work some scheduled evening and weekend hours is essential in providing high-quality service for customers who prefer evening or weekend appointments.
Compensation:
Financial Advisors are ultimately commission-based. Training allowances are available for new FAs under appropriate circumstances. The compensation package for advisors and managers is very competitive, with no ceiling on earning potential.
Travel:
The exact amount of travel depends on the assigned territory and client base. As we move forward, client-servicing tools are increasingly accessed through technology; however, face-to-face service is also an important part of servicing clients and is frequently required. Occasional travel for training, group enrollments, or regional meetings may also be required.
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.