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nuvo.net > Indianapolis jobs > Indianapolis administrative/office

Posted: Tuesday, February 21, 2017 10:04 AM

Position Description:
  • Part-time role that will require the new hire to work under 20 hours per week setting appointments with existing clients.
  • Providing administrative support to a VALIC sales professional.
  • Monitor and manage Financial Planning Advisor's calendar.
  • Monitor and manage sales leads.
  • Respond to client requests for forms or sales literature.
  • Assist with processing paperwork and forms.
  • Assist with preparing client mailings.
  • Prepare routine correspondence; and, completing office tasks such as copying, taking messages, distributing mail items, etc.
  • Put together client enrollment packets.
  • This position will not perform selling duties, nor advise clients.


Position Requirements:

  • To be successful in this position, individual must be skilled in verbal communication, be able to work with little supervision and have the ability to interact effectively with external contacts.
  • Must consistently exercise discretion in handling client interactions, and in directing clients to the appropriate party for resolving problems or complex issues.
  • Must demonstrate strong organizational skills.
  • Must be proficient with applicable personal computer applications, including managing Outlook e-mail database, MS Word processing.
  • MS Excel, and also acquire and maintain a working knowledge of VALIC sales materials ordering procedures and regulations pertaining to client contact.
  • Laptop computer may be provided.

MON123


Click here for more info: http://careers.peopleclick.com/careerscp/client_aig/external/jobDetails.do?functionName=getJobDetail&jobPostId=391069&localeCode=en-us


• Location: Indianapolis

• Post ID: 20674582 indianapolis
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