Note: The job is a remote job and is open to candidates in USA. Aegon is seeking a Sales Consultant to support pooled plan sales and growth for mid- and large-market prospects. The role manages pricing, RFP/RFI processes, presentations, producer support, post-sale activities, compliance, competitive research, and pooled plan operations.
Responsibilities
- Conduct research on every prospect and work with Pooled Plan team to build a strategy for pooled plan sales and growth
- Oversee the pricing process, with responsibility for fund research, fund mapping and special pricing for large not for profit and corporate prospects
- Manage the pooled plan RFP and RFI process. Review, analyze, and recommend changes to ensure accurate and value added responses for more complex prospects
- Participate in the development of finals presentations. Work on strategy/positioning with finals team. Provide a write-up for the finals team that includes final pricing, assumptions and client demographics. Make recommendations on presentation content/edits. Oversee administrative assistant in putting together final presentations
- Provide input on best strategy needed to win a specific deal
- Provide producer support. Answer product questions and provide proposals and price quotes. Conduct education calls as needed. Personally manage all “B&C” producer relationships
- Support partners of Sales Executives by responding to inquiries on any sales or prospecting related issues, preparation of Point of Sale documentation, preparation of co-branded sales materials, monitoring status of new business installation and requests submitted, and proactively notifying all interested parties regarding status of pending business and problem resolution
- Manage post sales activities. Develop new sale announcements, finalize fund line-up and mapping, and work with the client integration team on potential issues/concerns that may arise during the onset of the transition. Participate in the first few rounds of internal and external transition calls
- Act as a Pooled Plan subject matter expert regarding knowledge of processes and systems used by Operations for retirement plan installation; specific defined contribution product provisions; able to gather data from multiple administrative support systems, interpret, trouble shoot, answer questions and resolve problems across a broad range of functions and issues
- Research competitors and provide strategic information relative to product offerings and trends
- Contact intermediaries on a monthly basis inquiring about new prospects, business plans and referrals
- Oversee advisor payments and compliance reporting
- Work with Pooled Plan team to manage Salesforce data integrity and team updates
- Manage FINRA Compliance files
- Manage Quality Indicators for Pooled Plans
Skills
- • Bachelor's degree or equivalent experience
- Minimum of three years retirement plan experience in the mid to large market ($10,000,000 to $2,000,000,000) required
- Experience working with large/complex custom designed plans
- • Strong investment knowledge including the ability to evaluate funds and investment performance
- • Excellent written and verbal communication skills to effectively consult with a wide variety of internal/external customers/prospects
- • Strong presentation skills and interpersonal skills
- • Proven ability to take initiative and work independently and manage the workflow in the Regional Office
- • FINRA Series 6 or 7 and 63 licenses, or obtained within 6 months of hire date
- • Fluent PC skills – Excel, PowerPoint, Word, Adobe, Outlook, FreeERISA.com, etc
- • Life License
- • Remote Environment
- • Light Travel 10%
- • RPA designation is preferred which includes taking the CEBS 3, 4 and 7, or an advanced retirement plan designation such as CRPS, CRPC
Benefits
- Remote Environment
- This position is typically eligible for an Annual Bonus of 10% based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.
- This position is also currently eligible for sales and/or performance incentives. Specifics will be reflected in individual incentive plan documents.
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