Institutional Sales Director - Mountain/PacNorthwest Territory jobs in United States
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Aegon · 3 weeks ago

Institutional Sales Director - Mountain/PacNorthwest Territory

Aegon is seeking an Institutional Sales Director for the Mountain/PacNorthwest Territory to drive sales of their retirement programs. The role involves prospecting new clients, developing relationships with plan sponsors, and managing a territory with extensive travel to meet sales goals.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement

Responsibilities

Prospect for new clients within assigned territory and achieve sales goals
Develop a strong network of advisors, consultants, and other third party intermediaries that are focused on the retirement industry
Develop plan sponsor relationships through direct meetings with key contacts at the plan sponsor
Participate in proactive marketing campaigns
Manage a territory of target prospects. Travel extensively to meet with prospects, advisors, and other key intermediaries in the territory

Qualification

Sales experienceRetirement plans knowledgeFINRA Series 6FINRA Series 63FINRA Series 7Relationship building

Required

Bachelor's degree or equivalent work experience
Minimum of 3 years of sales experience focusing on the mid-to-large plan institutional market and knowledge of all types of retirement plans and related investment products
FINRA Series 6 & 63

Preferred

FINRA Series 7
Established relationships with retirement advisors, consultants and plan sponsors

Benefits

Sales and/or performance incentives

Company

Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.

Funding

Current Stage
Public Company
Total Funding
$760M
2024-04-10Post Ipo Debt· $760M
1999-04-01IPO

Leadership Team

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Lard Friese
Chief Executive Officer
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Duncan Russell
Chief Financial Officer
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