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Aegon · 3 days ago

Lead Client Executive (So., CA)

United States

Full-time

Remote

Mid, Senior Level

$91K/yr - $125K/yr

7+ years exp

Aegon is a company focused on providing retirement solutions, and they are seeking a Lead Client Executive to manage client relationships for retirement 401(k) plans. The role involves ensuring client satisfaction, retention, and profitability by consulting with clients and brokers on plan design issues and managing an assigned book of business.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement

Responsibilities

Manage an assigned book of business, providing strategic and tactical planning through proactive meetings and touch points with advisors and clients, including annual review plans

Cross sell additional products and services to deepen client relationships and improve profitability using a consultative approach

Serve as the escalation point for service related issues. Identify root causes and design strategies to resolve; manage resources through to resolution

Consult with clients and brokers on qualified plan design issues. Interpret and explain plan provisions to accomplish client goals

Analyze and interpret discrimination testing rules and results; consult on solutions to failed testing

Consult with client and advisor on plan enhancements and upgrades, including conversion of older investment contracts to newer products

Keep clients and advisors apprised of product and service enhancements, including changes in investment options and new Transamerica products

Train clients on company processes, procedures and resources, to include systems/technology used by participants and plan sponsors

Consult with clients on participant communication strategies and options. Schedule workshops and facilitate fulfillment of enrollment materials. Provide reporting on the success of strategies and programs

Consult with clients on plan termination issues; submit plan termination requests for processing

Stay abreast of corporate actions, such as company mergers/acquisitions to proactively consult with clients and advisors

Ensure a balance is kept between competing interests of clients and providers

Manage special projects as assigned

Qualification

Retirement industry experienceFINRA Series 6ERISA knowledgePlan management expertiseMS Office proficiencyResearch skillsCommunication skillsProblem-solving skillsAttention to detailPresentation skillsRelationship-building skills

Required

Bachelor's degree in a business related field or equivalent education/experience

Seven years of retirement industry or similar experience

FINRA Series 6 and 63, and Life insurance licenses, or obtain within six months

Thorough understanding of ERISA and retirement industry trends

Advanced knowledge of retirement programs and subject matter expertise in plan management, including technical, compliance, administration, investment, and participant solutions

Excellent communication, presentation and relationship-building skills

Decision-making and problem-solving skills

Research skills and attention to detail

Proficiency using MS Office tools