Financial Advisor - Central Virginia (Lunenburg, VA) - AIG (Lynchburg, VA) in Lynchburg, Virginia For Sale
Position Description
Why VALIC?
At VALIC, our Financial Advisors assist clients in the education, healthcare and governmental sectors by partnering to plan for their retirement. Whether you’re an experienced Financial Advisor or new to the business, you will have the support of one of the most well respected 403(b) firms in the country. If you’re looking for opportunities that are truly unique, VALIC is ready to invest in you and help grow your career!
Position Summary:
As a member of our dynamic team, you will have the opportunity to make a real difference in the lives of educators. You will be able to build your business as if it were your own while receiving the benefits of one of the top 403(b) providers. You will also be provided with the following:
• An existing book of business
• Access to group participants/members
• Numerous resources at your fingertips to ensure your success
• Flexibility to work from home and create your own schedule
• Benefits from day one to include a 401K and pension plan
• Ongoing training opportunities
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:
• Build client and asset acquisition through referrals, prospecting, seminars, and networking
• Utilize financial planning tools to better understand clients’ needs
• Continually exceed sales expectations
• Familiarization with core VALIC products and services
• Adhere to compliance standards
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