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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.


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• Location: Indianapolis

• Post ID: 20674582 indianapolis is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017