Licensed Sales Assistant - Bemidji, MN

Company Name:
Salary period: Annual
Position Description
- Phone work 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.

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