Retention Specialist - Retirement Services job Houston Texas
Retention Specialist - Retirement Services job Houston Texas
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Retention Specialist - Retirement Services Job

Employer Name: SpiderID: 8305554
Location: Houston, Texas Date Posted: 1/3/2019
Wage: Negotiable Category: Insurance
Job Code: JR1811206

Job Description:

At AIG, we offer a unique opportunity that will launch your career with opportunities for professional growth and development supported by a powerful entrepreneurial culture of innovation. The VALIC Retirement Education Center has an opportunity to join its growing team. If you enjoy sales, problem solving, and overcoming objections over the phone, then a role in our Retirement Education Center would be right for you.

As a District Retention Specialist, you will focus on making outbound calls to current clients selling various investment products, and providing education and support to current and potential customers by answering questions related to our products and services.

Financial Services industry experience is not required. We will provide you with all of the training, support and funding required to become a licensed retirement specialist professional. In addition to career development, we offer generous performance incentives tied directly to your sales results on top of your base salary. We are looking for dynamic sales professionals focused on selling investment products to current clients. A strong candidate would be someone who is interested in a career in Financial Advising where 80% of your time is spent on sales advising and 20% of your time is spent servicing clients.


  • 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

  • Frame conversations strategically and overcome obstacles

  • Answering product questions and assisting clients with pre- and post-sale inquiries.


  • Bachelor's Degree or Equivalent

  • 2-5 Years proven track record in strategic selling, strong interpersonal and communications skills, demonstrated team building, leadership and the ability to manage multiple complex sales engagements concurrently

  • 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 and be proficient in communicating and educating clients over the phone

About AIG

American International Group, Inc. (AIG) is a leading global insurance organization. Founded in 1919, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement products, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security. AIG common stock is listed on the New York Stock Exchange and the Tokyo Stock Exchange.

Join our Talent Network at Additional information about AIG can be found at and http:// | YouTube: | Twitter: @AIGinsurance | LinkedIn: These references with additional information about AIG have been provided as a convenience, and the information contained on such websites is not incorporated by reference into this press release.

Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Contact Information:
Contact Name: AIG Company Type:
Company: AIG

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