Financial Advisor: Salinas/ Monterey

Company Name:
Salary period: Annual
Position Description
At VALIC, you will have the opportunity to build your business as if it were your own while receiving the benefits of working for one of the most well respected 403(b) firms in the country. VALIC is a pioneer in the 403(b) industry having implemented the first 403(b) plan in a public school in 1964. We have remained #1 in the K-12 market since inception and have continually been a leader in the higher education and healthcare markets. At VALIC, you will be provided:
ΓΆΒ ΒΆ An existing book of business along with access to our institutional clients
ΓΆΒ ΒΆ A set of warm leads and clear direction on how to grow your book
ΓΆΒ ΒΆ Unlimited financial potential
ΓΆΒ ΒΆ Numerous resources at your fingertips to ensure your success
ΓΆΒ ΒΆ Flexibility to work from home and create your own schedule
ΓΆΒ ΒΆ Benefits from day one to include 401K and pension plan
ΓΆΒ ΒΆ Ongoing training opportunities
Position Summary:
As a member of our dynamic team, you will partner with educators, healthcare professionals, and/or government officials to assist them with planning for their retirement. You will have the opportunity to truly make a difference in your clients' future by conducting financial plans and suggesting products that are best suited to fit their needs.
Organizational Structure:
This position reports to a District Manager that will provide coaching and guidance as you grow and maintain your book. You will also have the ability to collaborate with other Advisors in your region and nationally.
Performance Objectives:
ΓΆΒ ΒΆ Build client and asset acquisition through referrals, prospecting, seminars, and networking.
ΓΆΒ ΒΆ Utilize financial planning tools to better understand clients' needs.
ΓΆΒ ΒΆ Continually exceed sales expectations.
ΓΆΒ ΒΆ Familiarization with core VALIC products and services.
ΓΆΒ ΒΆ Adhere to compliance standards.

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