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in Lakewood, CO

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Hours Full-time, Part-time
Location Lakewood, Colorado

About this job

Position Description:

-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.

- Phone work setting appointments with existing clients.

- 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.