AIG Retirement Services (VALIC)

March 2017 - July 2018

American International Group, Inc., also known as AIG, is an American multinational finance and insurance corporation with operations in more than 80 countries and jurisdictions. As of January 1, 2019, AIG companies employed 49,600 people. The company operates through three core businesses: General Insurance, Life & Retirement, and a standalone technology-enabled subsidiary. AIG serves 87% of the Fortune Global 500 and 83% of the Forbes 2000. 

AIG VALIC was re-branded to AIG Retirement Services, helping individuals achieve their goals by becoming FutureFIT®,  assisting millions of individuals plan and save to live the future they envision since 1955.

Sales Assistant

As a Sales Assistant at AIG VALIC Financial Advisors, Inc., I co-managed a book of business with 2 financial advisors consisting of 1,200 clients worth over $100 million in retirement assets collectively. The skills gained from this role were centered around cultivating long-standing business relationships and concise communication.

• Initiated sales program for financial advisors; generating marketing materials, training manuals, and sales presentations to help advisors present retirement planning opportunities to over 100 prospective clients along with an existing book of business.

• Conducted analysis across 6 U.S. regions utilizing Microsoft Excel, manually reviewing raw client data to extract quota attainment insights for leadership.

Skills: Microsoft Office, Microsoft Excel, CRM, Data Analysis, Business Intelligence, Business Strategy, Customer Service