Financial Enrollment Advisor - Columbus, OH job Columbus Ohio
Financial Enrollment  Advisor - Columbus, OH job Columbus Ohio
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Financial Enrollment Advisor - Columbus, OH Job

Employer Name: SpiderID: 8814691
Location: Columbus, Ohio Date Posted: 7/17/2019
Wage: Negotiable Category: Finance/Investment
Job Code: JR1906175

Job Description:

Excel with VALIC

With the combined strength and diverse products of AIG member companies and VALIC powering your efforts, you can provide a uniquely high level of personalized retirement and financial planning- and make a real difference in the lives of those who deserve your help.

Our Enrollment Specialists have the opportunity to assist existing & potential clients with employer-sponsored retirement plan enrollments including:

  • Prepare and help clients complete contracts & related product materials during the enrollment process

  • Educate potential clients on product focus

  • Participate in firm or client sponsored events & deliver on-site education of the client's employer-sponsored plan

  • Partner with a Senior Financial Advisor within assigned territory when client requires planning advice on investments outside employer sponsored-plan or to consolidate assets

  • Adhere to the highest compliance standards

What We Provide:

  • Existing employer relationships with current retirement plan participants to contact

  • Marketing support including mailings, email blasts and customized flyers

  • Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools

  • Pay for performance compensation schedule

  • Competitive benefits package with immediate access to medical, dental, vision, life and 401K with match

  • Educational support toward certification(s), license(s) and career development

  • Ongoing coaching and mentoring by a Senior Financial Advisor

What You Need:

  • Self-motivated with a strong drive to succeed

  • Ability to obtain FINRA Series 7 and 66 or 6 and 63 license(s) with VALIC sponsorship

  • Ability to obtain active state variable life and health license with VALIC sponsorship

  • Ability to quickly earn trust and build lasting relationships

  • Eagerness to learn the financial services industry and be mentored by a Senior Financial Advisor

  • Minimum of 3 to 5 years of successful full-time work experience in professional sales or leadership role; or college graduate with demonstrated success in GPA and extra-curricular activities welcome to apply

  • Bachelor's degree preferred

VALIC Overview

The Variable Annuity Life Insurance Company ("VALIC") and VALIC Financial Advisors, Inc., subsidiaries of AIG, is an insurance, retirement and financial planning company that services clients in the not for profit, as well as the for-profit sectors. We are best known for the work that we do in the 403(b) space where our Advisors partner with clients that work in public school districts, universities and hospitals. Additionally, we also work with clients in governmental offices and, because of the vast product and services that we offer, we also have clients in the private sector. VALIC is a national company that is headquartered in Houston, TX. We have 48 district offices across the country with just under 1,500 financial advisors. VALIC's roots date back to 1955. In 1964, we implemented the very first 403b plan in a public school district. We regularly rank in the "top 3" against our direct competitors and in the K-12 market.

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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