Aegon · 1 day ago
FGTJ
United States
Part-time
Remote
New Grad, Entry LevelAegon is a full service Financial Services firm with a significant presence in the industry. They are seeking financial professionals to help clients organize their finances through customized strategies and solutions.
Financial Services
Responsibilities
Researching financial products for clients and explaining their features and benefits
Provide financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual goals and needs
Developing financial strategies for clients and reporting on their financial progress
Deliver customized investment and insurance solutions agreed upon by clients
Supporting and/or managing a team of professionals to cultivate client/agent relationships
Qualification
Required
Ability to work remotely
Customer service skills
Desire to help clients and team succeed
Excellent interpersonal skills
Business acumen
Preferred
Degree not required
Experience not required
Company
Aegon
ONE Wallet. ALL things Crypto
Founded in 2021Dubai
11-50 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase