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Job Field: Office Jobs
Location: PORTLAND, WA
Salary: $-
Job Type: Part Time

JOB SUMMARY:

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               <td align="left"><font style="font-size: 100%;">Part Time Sales Assistant / Portland, OR<BR><BR><BR>Job ID #: 77285<BR>Location: OR-Portland<BR>Functional Area: Administration/Office Services<BR>Business Line: VALIC<BR>Employment Type: Part Time - Permanent<BR>Education Preferred: High School Diploma<BR>Relocation Provided: No<BR>Travel Percentage: 0<BR><BR><BR><BR><BR><BR><BR>Position Description<BR>We are looking for an individual to partner with Financial Advisors acting as a Part Time Sales Assistant in Portland, OR.<BR><BR>JOB DESCRIPTION:<BR><BR>Administrative:<BR>? Maintain and update client files<BR>? Manage mailing and postage supplies and process<BR>? Maintain and update process manual<BR>Marketing:<BR>? Contact clients by phone and email to set and confirm appointments<BR>? Make proactive outbound relationship calls<BR>? Schedule client meetings and prepare client meeting material<BR>? Help develop, schedule and operate client events<BR>? Develop targeted lists of clients for marketing campaigns<BR>Operations:<BR>? Update and maintain contact databases<BR>? Assist with contact management updates<BR>? Prepare client paperwork and monitor progress<BR>? Data entry for client financial plans<BR>? Assist with follow up from client appointments<BR>? Assist with monitoring all new account set up?s<BR>? Assist with monitoring all incoming account transfers<BR>Position Requirements<BR>REQUIREMENTS:<BR><BR>? 18 hours per week<BR>? 2-3 years of administrative experience<BR>? Must be fluent with MS Word, Excel, Outlook and PowerPoint<BR>? Must have excellent organizational and time management skills<BR>? Knowledge of financial services industry a plus<BR>? Previous experience supporting a financial advisor a plus<BR>? Excellent attitude and extraordinary client service orientation<BR>? Excellent analytical skills<BR>? Excellent interpersonal skills<BR>? Demonstrated ability to manage multiple tasks and independently prioritize<BR>? Excellent attention to detail in dealing with critical financial paperwork<BR>? Multi-tasker<BR>About Us<BR>SunAmerica Financial Group is one of the largest life insurance organizations in the United States based on over $236 billion of admitted assets as of June 30, 2011. Serving over 18 million customers, SunAmerica Financial Group is comprised of several leading life insurance and retirement services businesses, including American General Life Companies, AGLA, VALIC, Western National Life Insurance Company, SunAmerica Retirement Markets, SunAmerica Mutual Funds, SunAmerica Affordable Housing Partners, FSC Securities, Royal Alliance and SagePoint Financial. The unified businesses offer a comprehensive suite of life insurance, retirement savings products and guaranteed income solutions through an established multi-channel distribution network that includes banks, national, regional and independent broker-dealers, career Financial Advisors, wholesale life brokers, insurance agents and a direct to consumer platform. Equal Opportunity Employer.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 </font></td>
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