Apply on Employer Site

Aegon · 1 day ago

Retirement Consolidation Specialist I (Financial Advisor) (Work from Home)

United States

Full-time

Remote

Entry Level

$44K/yr - $47K/yr

2+ years exp

Aegon is seeking a Retirement Consolidation Specialist I to provide education and advisory services on asset consolidation planning to retirement plan participants and partners. The role involves collaborating with channel partners, conducting best interest interviews, and facilitating the movement of assets to Transamerica.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement

Responsibilities

Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs

Gather information through best interest interviews to understanding the participant’s situation and determine the best consolidation approach

Proactively reach out to new participants to Transamerica Employer plans. Educate on consolidation options and provide specialized assistance with plan enrollment

Hold retirement planning phone consultations with clients as requested

Partner with Regional Vice Presidents and Client Executives to facilitate the movement of terminated plan assets to Transamerica

Work with relationship managers and fulfillment analysts to initiate product requests

Qualification

FINRA Series 6FINRA Series 63FINRA Series 65Customer relationship managementMS Office proficiencyBachelor’s degreeListening skillsProblem-solving skillsInterpersonal skillsWritten communicationVerbal communicationPresentation skills