We just obtained a great opportunity for an upcoming May or recent graduate at VALIC in
Linthicum, MD. The Enrollment Specialist position will allow you to
work alongside financial advisors as you work with teachers and staff in
the K-12 educational system. Full position details can be found
below. If you are interested, apply to position 9298981 in UMBCworks ASAP.
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
• College graduate with demonstrated success in GPA and extra-curricular activities welcome to apply
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.