JOB TITLE:
Sales Office Coordinator



COMPANY:
ING U.S. Financial Services



LOCATION:
San Jose, CA 95110



STATUS:
Full Time, Employee



JOB CATEGORY:
Sales/Retail/Business Development



RELEVANT WORK EXPERIENCE:
1+ to 2 Years





COMPANY:
ING U.S. Financial Services



REFERENCE CODE:
16042BR



















We are one of the largest financial institutions in the world. We provide a broad range of insurance, banking and asset management services to 60 million private and corporate clients in over 50 countries.

The results we strive to deliver are only made possible by the talent, commitment and vision of our 120,000 employees. At its core, ING is made up of people who are united in their unpretentious 'can-do' mentality and who are driven to deliver value for our customers. On this site you will find out more about our business, our current vacancies and our unique culture.







Sales Office Coordinator

What is ING?

ING Insurance Americas is a vital part of worldwide ING Group, one of the largest diversified financial services organizations in the world with operations in more than 50 countries and 112,000 employees. We're a leading provider of financial products and services for individuals and businesses, including life insurance, annuities, mutual funds, retirement plans and employee benefits. ING recognizes the critical role our employees play in our success as a company...we understand the link between customer satisfaction and employee satisfaction. As a result, we're building a different work experience for our employees, an experience that appeals to what they value most in a work relationship.

What are the job responsibilities?

Provide assistance with customer inquiries, answering or directing client questions or requests. Support office staff in their customer activities (ex: presentation material, enrollments, reports). May be assigned support services to specific ING clients. May assist office staff and/or distribution partners in enrollment meetings.

Manage and build relationships with ING distribution partners (agents/brokers) to support customer inquiries; enrollment meetings; questions relating to ING processes, procedures and products.

Primary support for office staff including ordering marketing materials, enrollment kits; ordering supplies, answering phones; PC support; preparing Annual Plan Review presentation packages.

Review New Business paperwork and other business paperwork/case applications to ensure completeness of information. Work with distribution partners and office staff to obtain missing information and manage flow of information to appropriate home office departments.

Become proficient in ING tools/systems needed to support customers and distribution partners (ex: ACES, VFC, STARS, SPA). Use STARS contact management tool to maintain up-to-date customer and agent/broker information. Utilize SPA to run monthly reports for RD. Document relevant customer activity and assist office staff as needed. Assist with PlanWithEase as needed with RD and CRM.

Oversee and manage compliance log and branch client files. Ensure ongoing business practices adhere to State Insurance, FINRA and Securities regulations.

Who is our ideal candidate?

Understanding of internal and external financial services. Excellent communication skills.

Proficient computer skills Word, Excel, PowerPoint, Internet. General Defined Contribution knowledge. 403(b) and/or 457 plan background.

Prior Compliance experience preferred.

FINRA Series 6 or 7, 24 or 26 and State licenses required (may obtain Series 24 or 26 within 6 months). Bilingual skills a plus.

What else can we tell you?

In addition to a competitive salary and bonus plan, we offer:

Medical and dental coverage for employees, their spouses, children and domestic partners.

401K Savings Plan with a dollar for dollar match for the first 6% of eligible pay, multiple investment options, and immediate eligibility and vesting after 4 years.

Paid Time Off (PTO) bank of days for employees to use for any reason; 20 days in first full year of employment, 23 days beginning in the fifth year of employment.

Health and dependent care spending accounts available. Company provided life insurance for employees; may purchase additional for self, spouses and children.

Company holidays based on the NYSE calendar, jury duty, military leave, bereavement and community service time.

Opportunities for professional growth and much more!

ING is an equal opportunity employer and we are committed to maintaining a diverse workforce. In addition, ING's diversity accolades include the 2008 Catalyst Award, Best Places to work for LGBT Equality since 2006, and 2006 Hispanic Magazine's "Hispanic Corporate 100: One hundred companies providing the most opportunities for Hispanics."

Job sites have been another target for scammers. You should know:

ING will never ask you to pay a fee to become employed. We also provide all equipment to perform your job.

ING employees are then provided a password-protected site to provide personal information after they begin employment.

All of our jobs can be viewed at our career web site at http://www.ing-usa.com/us/aboutING/careers/index.htm .

If you feel that you’ve been a victim of fraud, contact:

Your local law enforcement officials.

The Federal Trade Commission. ( http://www.ftc.gov/bcp/consumer.shtm ).

The web site with the job posting in question.