Internal Financial Advisors (Base Salary + Commission) Job

Internal
Financial Advisors (Base Salary + Commission)

Job ID #: 69746
Location: TX-Houston
Functional Area: Sales
Business Line: VALIC
Employment Type: Full Time
- Permanent
Education Required: Bachelors Degree (or equivalent)
Experience Required: 3-5 years
Relocation Provided: No
Travel Percentage: 0


Position Description:

Internal
Financial Advisors – VALIC Retirement Education Center

Are you looking for a unique opportunity that provides long term career development in a growing and lucrative marketplace? Do you seek a company that is willing to provide you an opportunity to drive results with an existing book of clients allowing you to achieve your income goals in half the time you would if you were prospecting?

Then set yourself apart by joining our exclusive team of licensed account specialists, retirement advisors and
Financial Advisors who work with the most affluent clients of VALIC (Variable Annuity Life Insurance Company).

For more than half a century, VALIC has served as a leading retirement plan provider for K-12 schools and school districts, as well as for higher education, government and not-for-profit healthcare institutions. VALIC has more than $62 billion in assets and manages plans for nearly 25,000 groups serving nearly 2 million plan participants. With our array of products and services, you can take a personalized approach to retirement and wealth planning, offering customized solutions for individual needs.

Position Overview:
Internal
Financial Advisors work within the VALIC Retirement Education Center. Their objective is to create awareness regarding VALIC’s investments and services, to ensure that VALIC is the client’s primary investment advisor and to create “front of mind” relationships with these clients to capture future investment opportunities.

Internal
Financial Advisors are responsible for:
• Contacting non-flowing, VALIC clients to ensure the client is satisfied with his/her current account
• Engaging clients to determine their plans for VALIC funds, determine if funds are at risk and identify opportunities to position other VALIC retirement accounts or investments for the funds
• Retirement Distribution Planning and investment review
• Developing financial plans for high net worth clients
• Cross-selling insurance and investments through the VFA Broker Dealer

This position is located in North Houston at our Greenspoint office. It is a phone-based sales position with providing both a base salary plus commission from sales.

Training and development is a core focus within the Retirement Education Center. The following outlines the new hire training and licensing process:
• 6 week training period including sales, product, technical, practice management, phone skills and production training
• Ongoing individual and group training is provided in the following areas: Taxes, Investments, Insurance, Estate Planning, Sales Training and Financial Planning

Position Requirements
Requirements for the position include the following. VALIC will provide company sponsored licensing to sales professionals who do not maintain any of the following licenses

• 2+ years of Financial Sales experience or relevant sales experience.
• Active FINRA Series 6 or 7 license
• Active FINRA Series 63 and 65, or 66 license(s)
• Active state variable life and health license
• Bachelor’s Degree preferred


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.

Nearest Major Market: Houston
Job Segments: Education, Finance, Financial, Financial Advisor, Financial Sales, Sales