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Aegon · 18 hours ago

Regional Retirement Consultant

United States

Full-time

Remote

Entry Level

$115K/yr - $115K/yr

1+ years exp

Aegon is a company focused on generating qualified retirement plan sales and maintaining customer relationships in the small and mid-market sector. The role involves collaborating with financial professionals and managing relationships with advisors and plan sponsors to achieve sales goals and ensure client satisfaction.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement

Responsibilities

Manage the Request for Proposal (RFP) process and requests for information. Analyze customer product needs based upon advisor value proposition, plan sponsor requirements, and employee necessities

Profile and gather client and plan information to package specific Transamerica solutions, including multiple service models across all qualified plan types encompassing over 40 product platforms and thousands of investment options, to be presented to the plan sponsor, advisor, and TPA community

Develop Retirement plan pricing, with responsibility for investment research, fund mapping, service model selections, and underwriting

Engage in proactive advisor outreach, cultivation of advisor relationships and the facilitation of sales finals to plan sponsors. The RVP/Internal Wholesaler (IW) partnership will develop a network of advisors to develop sales opportunities and meet company objectives through territory sales

Perform individual prospecting and sales to advisors and plan sponsors of Transamerica’s Retirement Solutions in the sub $3M market

Handle post sale facilitation and coordination of sales contract documentation for plan submission and implementation. Work with advisors and plan sponsor to finalize product and service selections, sales contracts, and coordinate with the internal implementation team to provide a positive onboarding experience for the client. Serve as a point of contact to resolve issues and keep the advisor abreast on progress

Stay up to date on dynamic landscape of group retirement space including legislative changes, new competitor offerings, internal product changes, and changes to the way broker-dealer partners want to do business with Transamerica

Facilitate campaign marketing/advisor communications via outbound call activity to solicit interest in Transamerica Retirement products and services

Manage post sale service issues that arise and field service and product inquiries from clients; direct traffic to internal support units to solve issues, which includes frequent communication and setting expectations

Qualification

FINRA Series 6FINRA Series 63State Insurance licensesBachelor’s degreeFinancial services experienceMS Office proficiencyGroup retirement plans experienceSales experienceRelationship management experienceListening skillsIndustry designationsMBACommunication skillsCritical thinking skills

Required

Bachelor's degree in a business field or equivalent experience

FINRA Series 6 or 7

FINRA Series 63

Applicable State Insurance licenses or obtain within 90 days of hire

One year of relevant financial services experience such as internal sales experience, financial advisor, or similar work in the retail banking industry

Excellent listening skills to assess customer needs

Excellent communication and interpersonal skills

Critical thinking skills to analyze data and make well-reasoned decisions

Proficiency using MS Office suite