Personal Financial Consultant

AIG - Houston, TX3.7

Full-time | CommissionEstimated: $68,000 - $94,000 a year
Functional Area:
SC - Sales Commission

Estimated Travel Percentage (%):Relocation Provided:
American General Life Insurance Company
At AIG, we offer a unique opportunity that will launch your career with opportunities for professional growth and development supported by a powerful entrepreneurial culture of innovation.

As a part of the AIG Retirement Services Retirement Education Center, you will have the opportunity to be trained on the products, value proposition, sales concepts, and gain the required licensing (State of Texas Life License, FINRA SIE, Series 6, and 63) to perform in this position. Individuals who excel as Personal Financial Consultants come from different professional backgrounds, so no prior financial services experience is required.

Position Summary:
As a Personal Financial Consultant you will be collaborating on a team with our District Financial Advisors and Senior Retirement Specialists to strengthen client relationships, educate clients on their existing investment plans and engage existing account holders regarding new strategies to meet their short-term and long-term financial goals. You will have the opportunity to conduct comprehensive financial planning for clients to help them achieve and reach their goals for retirement all while driving new business to the organization. This position provides an exceptional opportunity to learn the financial services industry while starting your progression within our organization.

Maintain AIG Retirement Services' clients by focusing on client relationships and asset retention
Contact clients to determine if there have been changes in their financial and investment goals
Educate clients on the investment products and services they are currently enrolled in
Familiarization with core AIG Retirement Services products and services
Identify additional customer needs and introduce additional AIG Retirement Services products
Frame conversations strategically and overcome obstacles

First Year in Review (Typical Progression):
0-3 Months: Studying and sitting for the State of Texas Life License and FINRA SIE, Series 6, and 63.
3-6 Months: Complete AIG Retirement Services' training program, move into production and begin working with clients & obtain the FINRA Series 65 Investment Advisor Registration.
6-12 Months: Begin to engage clients regarding new investment, insurance and retirement income planning strategies.
12+ Months: Move into a position of either supporting a District or managing your own book of AIG Retirement Services clients.
What Our Employees Love Most About Working at the Retirement Education Center Include:

Paid Licensing (includes exams, materials and study time)
No Cold Calling or Prospecting
Ongoing Training & Development
Working an Existing Book of Business
Work/Life Balance
Base Salary Plus Uncapped Commission
Benefits starting on your date of hire
Fun, Flexible and Supportive Culture

Bachelor’s Degree or 2+ years of sales experience with demonstrated success
Ability to obtain FINRA SIE, Series 6, and 63 as well as the State Variable Life and Health License within 90 days of start date
The ability to develop trusting relationships with clients and be proficient in communicating and educating clients over the phone
Proficient in communicating and educating clients over the phone
Ability to collaborate and drive results
It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.

At AIG, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.