SECTION I—GENERAL INFORMATION

 

JOB TITLE: Retirement Specialist I
BUSINESS SEGMENT: (select one) Enterprise-Wide Corporate Center United Guaranty AMG FSD ILFC FSD-Other SAFG-Wide SAFG Domestic Life	SAFG Retirement Services Chartis Worldwide Chartis Domestic & Canada Chartis International Chartis Emerging Markets Chartis Europe Chartis AsiaPac Chartis Far East Other __________________
JOB FUNCTION: Sales & Client Retention	JOB FAMILY: Sales

SECTION II—JOB SUMMARY

1. A) Primary Purpose of the Job

In the box below, describe the primary (most important) purpose of the job in no more than one or two sentences to provide a general overview of the job. More detailed information will be captured by the remaining parts of this questionnaire.

 

The primary purpose of the job is to: Retain existing clients which have indicated they are leaving VALIC by educating the clients on the current features and benefits of their existing investments, cross selling additional investment solutions at VALIC and discussing how their current investment plan fits into the clients short and long term financial goals taking into consideration retirement planning, distribution planning, tax and investment strategy considerations.

 

B) Major Job Responsibilities/Duties In the boxes provided below, please list up to 6 of the most critical responsibilities of the job, in their order of importance. These responsibilities should be fundamental to achieving the job’s primary purpose. Briefly describe each responsibility in one or two full sentences so that it is understandable to someone unfamiliar with the job. Note that the most “important” duty is not necessarily the duty which requires the most time.   Please also estimate the percentage of time spent over the course of a year on each responsibility. Minor responsibilities should be grouped together so that each line represents at least 10-20% of time. The total amount of time should equal 100%.
	% of Time
Client Retention-Speak to and retain existing VALIC clients calling in to surrender their VALIC accounts. Discuss the accounts current features and benefits, profile clients to determine current investment objective and lastly engage both client and third party competing advisor to ensure that our clients make a sound financial decision surrounding the surrender or reinvestment of their funds at VALIC. Research competitive information and provide clients objective guidance surrounding the benefits and consequences of surrendering their investments with VALIC.	40
Sales-Utilizing our Financial Planning resources and Investment Analysis tools, engage clients regarding their current investment objective and provide specific education and guidance surrounding investment solutions available at VALIC. Assist clients in optimizing their current investment strategy by determining appropriate level of risk and asset allocation to meet clients intended investment objective.	30
Financial Advisor Support-Provide notification and sales support to VALIC financial advisors on client retention cases including competitor research, assisting VALIC advisors in contacting “at risk” clients and providing sales/product strategies to VALIC advisors with the objective of retaining clients that have indicated they want to surrender their investments with VALIC.	20
Client Service & Investment Education-Take call transfers from Customer Service Professionals of clients requesting education and guidance on investment options available to them within their current retirement plan/account.	10

 

 

 

SECTION III—JOB SCOPE AND IMPACT

1. A) People or Function Leadership

This job is a(n)
Individual Contributor   People Manager   Function/Process Manager

 

 

1. B) Quantitative Aspects (Scope)

Describe the scope of responsibility for this job within the business segment you selected above (e.g., Chartis-Worldwide-CFO, Chartis-Domestic-HR, Chartis-International-AsiaPac-Finance, SAFG-Domestic Life-AGLA-New Career, SAFG-VALIC)?

Job’s annual revenue target (in USD), if applicable? 0 (Individual Contributor, Indirect) Less than $250M $250M-$500M $500M-$1B $1B-$5B $5B-$25B Greater than $25B

Are there other quantitative measures that help scope this job (e.g., Assets under Management, Operating Budget)? Please describe: Retirement Specialist I retains roughly $50MM in Assets Annually that were to be surrendered and generates between $1M-$2MM in new deposits annually into VALIC.

 

C) Communication Requirements

Please select the frequency of the types of communication that are required for this job.

 

	Internal – Peer	Internal – Superiors (other than immediate supervisor)	Internal – Executives	External
Exchange of factual information
Exchange of information requiring sensitivity or discretion
Exchange of information requiring persuasion and diplomacy

 

 

SECTION IV—PROBLEM SOLVING

 

The Retirement Specialist I position requires a high level of training & resourcefulness to perform day to day job functions. The position supports all VALIC clients that are a part of more than 10,000 unique employer sponsored retirement plans. Plans differ in the type of provisions associated with the client’s account. Retirement Specialists must have a thorough understanding of the most common plan provisions to accurately guide clients in their decision making process.   Additionally, the position requires an in depth understanding of the various products available at VALIC along with competitor solutions in order to provide sound education to VALIC clients looking to surrender their VALIC accounts. Lastly, the position requires a high level of diplomacy and technical knowledge as 40% of the asset retention calls taken involve a third party competitor with the client.

 

 

Discretion (for US only)

Does this job have the authority to make independent decisions and/or recommendations on matters of significance based on the exercise of discretion and independent judgment? Yes If so, please describe:The position provides education and advice surrounding investment solutions, distribution planning & financial planning taking into account tax considerations, estate planning considerations and client information.

 

SECTION V—JOB QUALIFICATIONS

 

Educational Background What is the minimum level of education required for the job? (Please select the appropriate box below.)
High school diploma or general education degree
Up to two years of specialized trade, technical school, or college
Associate’s degree from a two-year college or technical school (also known as foundation degree, diploma)
Bachelor’s degree from a four-year college or university (also known as undergraduate degree)
Post-Bachelor’s degree (also known as graduate degree). Specify degree level:________

 

Job-Related Experience

What is the minimum level of job-related experience required prior to the current job? (Please select the appropriate box below.)

No experience

One to three years

Three to five years

Five to ten years

Ten or more years

 

Other Job-Related Skills/Background

Requires at a minimum a Series 6, 63 and State Life License. Preferred experience in Financial Services industry or Sales preferred.

 

SECTION VI—ADDITIONAL COMMENTS

 

Performance Objectives   Asset Retention Retirement Specialists must be successful in identifying the base motivation for a client’s decision to change investment providers. Use VALIC product knowledge to reeducate clients surrounding their original decision to invest with VALIC. Rebuild and repair fragmented relationships between the client, the VALIC Financial Advisor and or the company. Identify additional opportunities to expand a client’s financial relationship with VALIC. Review existing investments for suitability. Enrich leads by providing a detailed summary of client interaction and pertinent account information to VALIC Financial Advisor. Assist VALIC Financial Advisor in identifying comparative investment solutions. Research competitor products and communicate this information with VALIC advisors as a part of the lead enrichment process. Coordinate efforts with VALIC Financial Advisor to follow up with client and retain the business.   Client Development Seeks to educate clients to decision points. Retirement Specialists must be successful in educating clients to make a decision regarding their investment strategies. Successful Retirement Specialists seek to lead every client to a decision point to make a recommended change to their investment strategy that will better the client’s financial situation. An organized and disciplined approach to activity management is critical to achieving sales goals. Successful advisors set and achieve daily and weekly goals for calls, presentations, pipeline management and sales. Retirement Specialists should have the ability to manage various marketing campaigns. This ability should focus on a well rounded base of product knowledge to capitalize on opportunities that provide the most optimal sales results. All client contact will be recorded in the contact management system and summaries are required for all sales transacted.         This information can be reviewed to determine areas of opportunity and development.   Develop Technical Proficiency Learn VALIC products, value proposition, and understand competitor differentiation. The key to long term sales success is to maintain awareness of both VALIC products and their value to our clients as well as competing products used to sell clients away from VALIC. Demonstrate the ability to professionally present these products and services to clients using marketing and sales materials. Leading Retirement Specialists continually train themselves and review their presentation of the product and the approach they are using to determine whether a specific product fits the client’s investment strategy. Use technology available to conduct client research, track progress of transactions or service requests and process sales. Retirement Specialists need to understand all of the resources available to them to meet client needs. This includes financial planning tools, client information, new business processing, lead management, contact management as well as resource sites available. Maintain general competency in the area of personal financial planning. This includes understanding current economic trends, maintaining awareness of new investment or planning strategies available to clients as well as understanding tax laws that are relevant to VALIC clients. Understand all regulations, laws and policies. Retirement Specialists are responsible for understanding and maintaining awareness of all laws and regulations dealing with the soliciting and sales of insurance and investment products. Furthermore, Retirement Specialists should seek to understand all policies surrounding specific transactions.   Demonstrate teamwork and relationship skills, both internally and externally Retirement Specialists should work closely with team members in the processing of transactions, meeting client requests, and obtaining general ideas leading to greater sales success. Retirement Specialists should work closely with the client care center to help educate and assist client service professionals with the transactional requests of VALIC clients. A successful partnership between the Retirement Specialists, VALIC Financial Advisors and their assigned districts is critical to the company’s, department’s and individual’s success in retaining clients and identifying new deposits into VALIC.   Retirement Specialists should at all times display a common courtesy to other individuals in the company and seek to determine facts prior to acting on any disagreement, issue or problem.

 

SECTION VII—PAY EQUITY FACTORS

This section should only be filled out for jobs in Canada and Norway.

Pay Equity Factor 1: Physical Effort

Physical effort relates to:

• The physical or muscular exertion required for lifting or moving objects, use of tools and operation of machines and equipment, and the resulting fatigue brought about by these.
• Positions that require constant sitting, standing, stooping, climbing, or repetitive motion, as well as working in a strained position or in confining quarters.
• The physical dexterity required in performing tasks that require hand/eye coordination or fine motor skills.

Note: Mental fatigue is not measured by physical effort.

What physical effort is typically required by your position? (Please use the definitions on the previous page as a guide when considering each statement below.)

Please check the one box in each column that best describes the physical effort required by your position.

 

Occurrence			Duration			Weight
1.	Occasionally	1.	Rare/Limited	1.	Sedentary
2.	Regularly	2.	Occasional	2.	Light
3.	Constantly	3.	Frequent	3.	Medium
			4.	Continuous	4.	Heavy
			5.	Prolonged
			6.	Extended period of time
			7.	Continuous/constant

 

Definition	Guidelines:
Occurrence
Occasionally	Weekly or a few times a week
Regularly	Daily, or a few times a day
Constantly	Throughout the day
Duration
Rare/Limited	Less than 60 minutes
Occasionally	1 – 3 hours
Frequent	3 – 6 hours
Continuous	6 – 8 hours with minimal breaks
Prolonged	30 – 60 minutes
Extended period of time	1- 3 hours
Continuous/constant	Throughout the day with minimal breaks
Weight
Sedentary	Most frequent:	No Lifting
	Maximum:	5 kilograms/11 pounds
Light	Most frequent:	Under 5 kilograms/11 pounds
	Maximum:	10 kilograms/ 22 pounds
Medium	Most frequent:	5-15 kilograms/11-34 pounds
	Maximum:	20 kilograms/44 pounds
Heavy	Most frequent:	Over 15 kilograms/34 pounds
	Maximum:	45 kilograms/100 pounds

 

Pay Equity Factor 2: Working Conditions

 

Working conditions takes into account any conditions that you are exposed to during the course of performing the responsibilities of your position. Please indicate only those conditions that occur in degree or frequency that require you to take action to accommodate this condition (e.g., wearing protective clothing or devices to protect against exposure to hazardous materials).

Definitions:
Degree	Guidelines
Minimal or None	Little or no exposure to stressful or unpleasant working conditions.
Moderate	Exposure to stressful or unpleasant working conditions where ordinary attention is required to ensure your safety and/or well being. Travel will typically be air or car, under Canadian weather conditions.
High	Exposure to severely stressful or unpleasant working conditions where special attention is required to ensure your safety and/or well being.

 

Frequency	Guidelines
Seldom or Never	0% to 10% of the time
Occasional	10% to 40% of the time
Regular	40% to 90% of the time
Continuously	90% to 100% of the time

 

Instructions for answering this question about Working Conditions:

• First read the list of working conditions that may or may not exist in your position. Typically one or two of these conditions may exist; some positions have none and others have three or four conditions present in their work environment. There is no correct or ideal number of conditions present in a position. We are interested in obtaining an inventory of those that do exist and the frequency to which they are present.
• Please indicate in the first column headed, Minimal or None, the conditions that ARE NOT PRESENT in your work environment by placing a check in the appropriate box.
• Next, for those conditions that do exist please indicate by placing a check in the appropriate box whether the degree to which the condition exists is MODERATE or
• For each condition that does exist, please indicate the frequency to which the condition is present in your work environment by checking the appropriate box under the frequency section.

Please check the boxes that apply to your position:

 

	Degree Exists			Frequency
Working Conditions	Minimal or None	Moderate	High	Occasional (10%-40%)	Regular (40%- 90%)	Continuously (90%-100%)
Exposure to noise/crowded conditions
Daily and extended business travel
Requirement to remain at workstation for extended periods
Dealing with verbal abuse from irrational clients
Cleaning offices, stores, machinery
Continual monitoring of computer terminals required

 

 

Pay Equity Factor 3: Sensory Effort

 

 

Please demonstrate the type of Sensory Effort or Concentration (attention to detail) that the role requires.

Example: Retirement Specialist takes a call of a client and third party advisor looking to surrender their VALIC accounts and roll the funds to another investment product. Retirement Specialist must consider the following before providing advice/guidance to the client:   Plan Provisions: -Is the client 59 ½ or Separated From Service? -Will the rollover be full or partial? -Is the client vested? -Is the client currently taking Required Minimum Distributions that must be fulfilled prior to transferring funds? -Is PA signature required? -What is the retirement plan “type” current and future? -What are plan rules surrounding distributions? -Current Money Type & Contribution Source of funds currently held at VALIC -Does the plan allow In service transfers. Is the competing product approved within the employer sponsored retirement plan?   Tax Considerations: -Will the rollover/surrender result in any tax consequences whether Capital Gains or Income Tax? -Is the client changing plan types which may result in a change of tax treatment of distributions? -Will the rollover be direct or indirect? -Tax treatment of distributions from annuities vs retirement accounts   Product Considerations: -Current/Future Investments: Standard Deviation, Beta, Alpha and Mean Return statistics -Current/Future Minimum Guaranteed Interest Rate -Riders Associated with current investment and future investments. Differentiation between riders. -Surrender Charges and Waivers to surrender charges and specific product features -Expenses/Fees/ Reductions associated with product or plan   Client Considerations: -Investment Objective -Risk Tolerance -Time Horizon -Current Investment Strategy -Distribution Plans -Outside Income Sources -Overall Financial Profile

Minimal

2 – Moderate

3 – Extensive

4 – Continuous

Account Executive – Business Sales

• Houston, TX – United States
• Sales – Full-Time
• Job # 370455

You know how to communicate with customers to find out what they need—and what solutions can fill those needs. Our dedicated Sales professionals receive award-winning training so they can present our game-changing technologies, products and services to the world.

Responsibilities

About Verizon We believe in the power of technology to solve just about anything. And we’ve put our sharpest minds to the task. Whatever your passion and expertise, when you join Verizon, you’ll find a sales team determined to change the world and empower our customers to do the same. You’ll tackle challenges that will continually spark your intellect, fuel your passion and drive your professional growth. And we’ll provide you with robust training opportunities and outstanding benefits. So you’re always supported to realize your goals.Join us, and create an inspiring career with the company that meets every day with one question: “What do we want to build next?”RoleYour work as a Business Account Executive will be critical in positioning Verizon as a global industry leader. With your superior sales expertise, excellent customer service skills, and passion for technology, you’ll deliver exceptional and innovative business solutions. Whether you’re continuously hunting and prospecting for new business or growing existing accounts, you’ll leverage your expert consultative skills to identify customer complexities and recommend tailored solutions that meet their needs and drive success. With a role integral to expanding Verizons impact and growing our business, you’ll take pride in knowing you’re part of the company that’s changing the world through powerful technology.ResponsibilitiesWith a deep product expertise and a rich understanding of our solutions, youll:Educate and excite customers about our innovative business solutionsProspect, cold-call, and generate new sales leadsAnalyze customer needs and present integrated solutionsUtilize sales force automation, prospecting, and funnel management toolsFacilitate completion of customer contractsProvide follow-up training for new business customersGenerate sales forecast and tracking reportsAttend training to understand company, market, and industry trends

Qualifications

QualificationsBasic Qualifications:A 2-year degree, or at least 1 year of relevant business sales experience, including cold callingPreferred Qualifications:A 4-year degree; 35 years of experience with solutions-based selling in a commissions-based sales environment, including extensive cold calling, with a demonstrated ability to meet and exceed sales quotasAdditionally, the following skills and attributes will be integral to your success:Professional communication and customer interaction skills, with experience hunting for business, negotiating, and closing salesOutstanding solutions-based sales skills and a passion for technologyAbility to adapt and excel in a fast-paced, dynamic environmentOutgoing, resourceful, and motivated to learn

Equal Employment Opportunity

• Verizon is a Federal Contractor
• Verizon requests veteran priority referrals
• Verizon is an equal opportunity and affirmative action employer M/F/Disability/Vet.

Use the link below to apply:

http://www.verizon.com/about/work/jobs/2898518-account-executive-business-sales–76

 

 

Apprentice-Business Accounts

• Houston, TX – United States
• Sales – Full-Time
• Job # 370691

You know how to communicate with customers to find out what they need—and what solutions can fill those needs. Our dedicated Sales professionals receive award-winning training so they can present our game-changing technologies, products and services to the world.

Responsibilities

Sales Results: Generates leads and prospects new business as well as creates new service opportunities with the existing customer base. Carries “paper” quota” for 100% completion of all sales related tasks which are quantifiable, i.e.: prospecting and new appointments.

Customer Retention: Responds to requests from field sales staff for information i.e.; price plan analysis and customer information while providing administrative and sales support, i.e.; proposals, marketing information, handling customer service issues, problem solving and follow-up on customer service issues; develops and coordinates customer training, education, and support regarding wireless phones, accessories and services. Provides pre-sale and post-sale support. Assists with seminars, trades shows, customer on-sites and attends when required.

Order Processing: Processes all appropriate documentation for new orders/renewals and ensures policies and procedures are met with regard to sales activations. Ensures equipment activation and delivery. Supports customer extranet activations.

Training / Meetings: Continuously update knowledge of wireless products, services and industry trends. Participate in training opportunities on products and services and attend sales meetings

Qualifications

Bachelor’s Degree or equivalent work experience preferred.
Experience in sales or customer service with business accounts required.
Understanding and knowledge of communications industry and related products & services.
Strong cold-calling and lead generation capabilities preferred.
Familiarity with billing systems and order entry systems a plus.
The ability to work well in a dynamic, fast-changing environment that requires a high degree of multi-tasking with minimal supervision.
Excellent interpersonal, written and oral communication skills.
Effective use of PC including Microsoft Office required.
Effective negotiation and closing skills required

Equal Employment Opportunity

• Verizon is a Federal Contractor
• Verizon requests veteran priority referrals
• Verizon is an equal opportunity and affirmative action employer M/F/Disability/Vet.

Use the link below to apply:

http://www.verizon.com/about/work/jobs/2898509-apprentice-business-accounts–41

 

 

Account Executive – Business Sales

• Houston, TX – United States
• Sales – Full-Time
• Job # 368213

You know how to communicate with customers to find out what they need—and what solutions can fill those needs. Our dedicated Sales professionals receive award-winning training so they can present our game-changing technologies, products and services to the world.

Responsibilities

About Verizon We believe in the power of technology to solve just about anything. And we’ve put our sharpest minds to the task. Whatever your passion and expertise, when you join Verizon, you’ll find a sales team determined to change the world and empower our customers to do the same. You’ll tackle challenges that will continually spark your intellect, fuel your passion and drive your professional growth. And we’ll provide you with robust training opportunities and outstanding benefits. So you’re always supported to realize your goals.Join us, and create an inspiring career with the company that meets every day with one question: “What do we want to build next?”RoleYour work as a Business Account Executive will be critical in positioning Verizon as a global industry leader. With your superior sales expertise, excellent customer service skills, and passion for technology, you’ll deliver exceptional and innovative business solutions. Whether you’re continuously hunting and prospecting for new business or growing existing accounts, you’ll leverage your expert consultative skills to identify customer complexities and recommend tailored solutions that meet their needs and drive success. With a role integral to expanding Verizons impact and growing our business, you’ll take pride in knowing you’re part of the company that’s changing the world through powerful technology.ResponsibilitiesWith a deep product expertise and a rich understanding of our solutions, youll:Educate and excite customers about our innovative business solutionsProspect, cold-call, and generate new sales leadsAnalyze customer needs and present integrated solutionsUtilize sales force automation, prospecting, and funnel management toolsFacilitate completion of customer contractsProvide follow-up training for new business customersGenerate sales forecast and tracking reportsAttend training to understand company, market, and industry trends

Qualifications

QualificationsBasic Qualifications:A 2-year degree, or at least 1 year of relevant business sales experience, including cold callingPreferred Qualifications:A 4-year degree; 35 years of experience with solutions-based selling in a commissions-based sales environment, including extensive cold calling, with a demonstrated ability to meet and exceed sales quotasAdditionally, the following skills and attributes will be integral to your success:Professional communication and customer interaction skills, with experience hunting for business, negotiating, and closing salesOutstanding solutions-based sales skills and a passion for technologyAbility to adapt and excel in a fast-paced, dynamic environmentOutgoing, resourceful, and motivated to learn

Equal Employment Opportunity

• Verizon is a Federal Contractor
• Verizon requests veteran priority referrals
• Verizon is an equal opportunity and affirmative action employer M/F/Disability/Vet.

Use the link below to apply:

http://www.verizon.com/about/work/jobs/2849969-business-sales-account-executive–26

 

 

Business Sales Account Executive

• Houston, TX – United States
• Sales – Full-Time
• Job # 364902

Responsibilities

About Verizon We believe in the power of technology to solve just about anything. And we’ve put our sharpest minds to the task. Whatever your passion and expertise, when you join Verizon, you’ll find a sales team determined to change the world and empower our customers to do the same. You’ll tackle challenges that will continually spark your intellect, fuel your passion and drive your professional growth. And we’ll provide you with robust training opportunities and outstanding benefits. So you’re always supported to realize your goals.Join us, and create an inspiring career with the company that meets every day with one question: “What do we want to build next?”RoleYour work as a Business Account Executive will be critical in positioning Verizon as a global industry leader. With your superior sales expertise, excellent customer service skills, and passion for technology, you’ll deliver exceptional and innovative business solutions. Whether you’re continuously hunting and prospecting for new business or growing existing accounts, you’ll leverage your expert consultative skills to identify customer complexities and recommend tailored solutions that meet their needs and drive success. With a role integral to expanding Verizons impact and growing our business, you’ll take pride in knowing you’re part of the company that’s changing the world through powerful technology.ResponsibilitiesWith a deep product expertise and a rich understanding of our solutions, youll:Educate and excite customers about our innovative business solutionsProspect, cold-call, and generate new sales leadsAnalyze customer needs and present integrated solutionsUtilize sales force automation, prospecting, and funnel management toolsFacilitate completion of customer contractsProvide follow-up training for new business customersGenerate sales forecast and tracking reportsAttend training to understand company, market, and industry trends

Qualifications

QualificationsBasic Qualifications:A 2-year degree, or at least 1 year of relevant business sales experience, including cold callingPreferred Qualifications:A 4-year degree; 35 years of experience with solutions-based selling in a commissions-based sales environment, including extensive cold calling, with a demonstrated ability to meet and exceed sales quotasAdditionally, the following skills and attributes will be integral to your success:Professional communication and customer interaction skills, with experience hunting for business, negotiating, and closing salesOutstanding solutions-based sales skills and a passion for technologyAbility to adapt and excel in a fast-paced, dynamic environmentOutgoing, resourceful, and motivated to learn

Equal Employment Opportunity

• Verizon is a Federal Contractor
• Verizon requests veteran priority referrals
• Verizon is an equal opportunity and affirmative action employer M/F/Disability/Vet.

Use the link below to apply:

http://www.verizon.com/about/work/jobs/2596276-business-sales-account-executive–36

SALES ASSOCIATE

City Wide of Houston is seeking an outgoing, dynamic individual interested in developing a sales career to join our B2B sales team. If you have excellent communication skills, a passion to compete, and a strong drive to succeed, this job is for you.

City Wide Sales Associates join an aggressive, highly productive sales team with a 50-year legacy of achievement. You will be making connections and building relationships with potential clients to fill the sales pipeline. You will bring a deep understanding of our business to each contact, identifying opportunities for a broad range of services.

City Wide is a privately held company that emphasizes a dedication to serving others with excellence in all we do. Here you will find a high-energy work environment that balances high expectations with coaching, group support, and fun.

Successful candidates will have exceptional written and verbal communication skills, with a consistent work ethic. You will have the ability to work independently with minimal direction and will collaborate with Sales Executives and Account Managers to drive sales strategies.

Preferred Qualifications:

• Outgoing and energetic, with a dynamic personality
• Can-do attitude that loves to be challenged
• Career-oriented, with a strong desire to win
• Basic understanding of outside sales principles
• Excellent communication and presentation skills
• A creative problem-solver who is always looking for the next opportunity

Job Requirements:

• 6 months to 2 years outside sales experience
• Demonstrated ability to meet performance goals
• Strong history of leadership and academic achievement
• Bachelor’s degree or equivalent
• Excellent work ethic
• Strong communication and presentation skills
• Strong MS Office and CRM abilities

City Wide has a national sales network with a strong tradition of mentorship and coaching. This position follows a defined sales career path within our company. We offer a competitive compensation package with guaranteed base salary and potential for uncapped commissions. (Avg $40k-50k+ first year)

 

Position: Manager in Development (MID) Program

Locations: Houston, TX and Dallas, TX

Apply: https://re11.ultipro.com/BLU1002/jobboard/JobDetails.aspx?__ID=*E7DEB298CC4A99BB

 

Be a passionate member of Bluegreen’s Retail Marketing Team – which continues to be one of the fastest-growing, most successful sales & marketing teams in the industry! Bluegreen Getaways is now hiring candidates for its next Manager in Development (MID) Program class, starting in January 2015.

 

DESCRIPTION

The Manager In Development (MID) is responsible for their personal development through the achievement of levels of the training curriculum with the intention of moving on to a Manager position at one of Retail Marketing’s locations in the U.S. The MID is responsible for completing assigned curriculum and selling personally while boosting the overall production of vacation packages.

 

The Manager in Development program is a modular curriculum to be completed over a sixteen (16) week period of time. MID Candidates will engage in classroom training focused on developing product knowledge and skills in the areas of sales & marketing, customer service, operations management, and leadership that will compliment the hands-on field training provided on site at their assigned Retail Marketing training location. All curriculums are designed to guide the individual through independent development while assisting their Sales Manager in developing a team of associates that produce qualified prospects.

 

The MID facilitates the sales of vacations, encourages and helps the sales team to exceed the minimum expectations defined by the budget while maintaining high APP and Activation levels. The MID must assist in maintaining positive relationships with the location’s management and associates. The MID also supports the sales team by recruiting, training and building a successful sales team that is held accountable for the minimum production requirements.

 

SPECIFIC DUTIES, ACTIVITIES, AND RESPONSIBILITIES

• Complete MID curriculum and successfully implement learning’s in the areas of, but not limited to: selling and lead generation, recruiting, training, scheduling, payroll processing, ordering.
• Shares responsibility for the work performance of the sales staff.
• Assist in recruiting, hiring and training sales staff.
• Assist to maintain appropriate staffing levels at all times.
• Enforce all standards including minimum sales, visuals, collateral, dress code, and lead collection.
• Operational responsibilities include payroll, new hire processing, ordering, and report generation.
• Maintain and develop professional relationship with our partners.
• Follow policies and procedures of company.
• Use only company approved collateral material and documents.
• MID is required to sell packages.
• Develop into an effective leader and be placed into a Sales Manager position within the Retail Marketing Department.
• MID must have the ability to relocate.

 

REQUIREMENTS

• Bachelor’s Degree is required.
• Sales or Marketing experience is preferred.
• Supervisor, Management or Military Service experience is a plus.
• Knowledge/understanding of the timeshare industry, OPC marketing, or telemarketing sales is helpful.
• Working knowledge of Microsoft Word, Excel and Outlook.
• Customer service and quality fundamentals
• Detailed-oriented with strong analytical and problem solving skills, strong ability to think strategically and analyze information timely and accurately, strong interpersonal communication skills to deal effectively with all levels of the organization

Bluegreen has retail alliances with Bass Pro Shops®, Inc, Tanger Outlets, Premium Outlets, NASCAR and more, which allow our company to market and sell Bluegreen vacations to customers at over 100 retail locations and sporting events across the nation.

 

Financial Advisor Career — First Command Financial Planning — Houston

 

With over 50 years of experience, First Command Financial Services specializes in Comprehensive Financial Planning. First Command is a Registered Investment Advisory firm and a member of the Financial Planning Association FPA. We are looking to hire a Financial Advisor in our Westchase – Houston office.

We are a privately held company, well-known for our thorough training and mentorship program which is designed to educate those with a strong work ethic and a passion to help people pursue their financial dreams. First Command provides a sponsored licensing program to help candidates pass their securities exams.  Following completion of required licenses and training, you will have a base salary plus bonus with six-digit first year income potential tied to your results.

Qualifications:

• Entrepreneurial spirit
• Competitive
• Excellent communication skills
• Enjoys building long-term client relationships
• Bachelor’s degree
• Ability to pass Series 6, 63, 65 and Texas State Life & Health

 

Should you know someone interested in a First Command Financial Advisor career, please contact me by phone or email.

 

Bill Stropp, District Advisor

10700 Richmond Avenue, Suite 100, Office 101B

Houston, Texas 77042

bjstropp@firstcommand.com

832-519-9479

Capital Group Sales Development Program:

Client Services Representative

 

Are you seeking an opportunity at a world-class firm where great ideas flourish and where associates take an active role in their own career and professional development and enjoy highly competitive compensation and benefits?

 

Founded in 1931, Capital Group is one of the world’s leading investment management firms and is a privately held organization that serves millions of investors. We’re the home of American Funds, one of the largest mutual fund families in the U.S., and employ more than 7,000 associates in 24 offices around the world.

 

We’re currently recruiting high caliber candidates with a passion for sales who are intellectually curious, geographically mobile, and are eager to learn and make meaningful contributions throughout their career. Our Client Services Representative is the first position in Capital’s Sales Development Program and serves as a launch pad to build foundational industry knowledge, hone exceptional customer service skills, and build sales acumen for subsequent internal and external sales roles.

 

What could you expect to experience as a Client Services Representative at Capital Group? 

• Managers who are approachable and recognized for their ability to coach and mentor the associates on their teams
• A shared desire to do meaningful work alongside bright, engaged people
• Comprehensive, paid training beginning your first day of employment
• Opportunities to learn and educate others about the mutual fund industry, no sales or advising is involved
• An extensive 12 week training program to ensure you are ready to respond to our callers

 

Examples of typical responsibilities include: 

• Receiving inbound calls from shareholders and financial advisors across the country
• Helping callers manage their mutual fund accounts by completing on-line account transactions, such as investments, redemptions, and account maintenance
• Educating callers on American Funds’ services and broader industry policies
• Researching and resolving customer inquiries in a timely manner
• Providing telephone support to website users

 

Qualifications

A successful candidate will:

• Be passionate and determined to build a successful long-term career in sales or sales management
• Ideally possess some customer service or sales experience in any industry and demonstrate a high degree of interpersonal savvy
• Be intellectually curious to learn about financial services (no prior industry experience is necessary)
• Exhibit exceptional communication (written and verbal), listening, technical (i.e., PC, internet) research, and problem solving skills
• Be an agile learner and be able to digest and apply considerable amounts of information
• Display high attentional to detail, flexibility with work hours, and good organizational and time management skills

 

Interested Candidates

To apply, please send your resume to Meredith_Large@capgroup.com. Also, please visit www.capgroup.com to learn more about our organization.