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Licensed Financial Advisor
American International Group
Houston, TX, United States
Job Details - this job has expired, please see similar jobs below
The primary purpose of the job is to: Manage between $25MM-$30MM in VALIC assets over the phone by making proactive outbound calls to VALIC clients. Engage clients regarding current investment objectives, investment strategy & financial/distribution plan to identify and close “up sale” opportunities with existing VALIC investments as well as “cross sale” opportunities resulting in additional premium or deposits to VALIC.
Major Responsibilities:
• Sales - Utilizing our Financial Planning resources and Investment Analysis tools, engage clients regarding their current investment objective and provide specific education and guidance surrounding investment solutions available at VALIC. Assist clients in optimizing their current investment strategy by determining appropriate level of risk and asset allocation to meet clients intended investment objective.
• Client Contact Management - Provide general service assistance with required minimum distributions, loans, transfers of value, enrollments, beneficiary changes, and assistance reading VALIC client statements. Utilize phone, email, mail and client search tools to contact clients and update client investor profile, address and contact information in VALIC systems.
• Territory Performance - Develop tactical sales plan that outlines specific daily, weekly and monthly action steps required to meet individual insurance & new deposit goals. This plan must be specific and detailed, with clear goals, deliverables, and timelines. Retirement Specialists are expected to meet or exceed goals for sales, calls and contacts.
Additional:
• Calling Orphaned Clients of AIG with the focus of upselling new investment solutions and cross selling Life Insurance and New Deposits
• Comprehensive Company training program
• Base salary plus commission
• Full benefit package starting your 1st day of employment to include health, dental, vision, life, 401(k) and Paid Time Off.
Education/ Experience /Job related skills:
• 3-5 years of experience in the Financial Services industry or MBA/CFA/CFP
• Bachelor’s degree from an accredited college and or university
• State Life & Health License , FINRA Series 6 and FINRA Series 63 required
• AIG Background check includes credit, criminal, education & employment verification.
It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.
At AIG, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.