Retirement Specialist In Training
As a Retirement Specialist you will be working closely over the phone to educate current customers on their existing investment plans and engage existing account holders regarding new strategies to meet their short-term and long-term financial goals. You will have the opportunity to conduct comprehensive financial planning for clients to help them achieve and reach their goals for retirement all while driving new business to the organization. Responsibilities: Maintain VALIC’s clients by focusing on client relationships and asset retention Contact clients to determine if there have been changes in their financial and investment goals Educate clients on the investment products and services they are currently enrolled in Familiarization with core VALIC products and services Identify additional customer needs and introduce additional VALIC products.
2+ years of sales experience
Ability to obtain FINRA Series 6 & 63 as well as the State Variable Life and Health License within 90 days of start date
The ability to develop trusting relationships with clients
Time Management
Customer Service skills
Record Keeping Skills
Process Improvement
Verbal communication
Prioritizing skills
written communication
Self-Driven
Adaptability
According to JobzMall, the average salary range for a Retirement Specialist In Training in American General Center, 2929 Allen Pkwy, Houston, TX 77019, USA is $63,475 to $90,241. This salary range is based on the most recent market data and is subject to change.
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American International Group, Inc., also known as AIG, is an American multinational finance and insurance corporation with operations in more than 80 countries and jurisdictions.
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