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Provides educational and planning services to retirement clients virtually or in person. Responsible for plan promotion, participant education, and managing education campaigns. Conducts in-person or virtual group educational meetings and one-on-one counseling sessions with participants on retirement and investment needs. Provides guidance and transparency to participants on retirement product solutions. Responsible for generating leads and managing projects.
Locations: Denver, CO; Kansas City, MO; St. Louis, MO; Jacksonville, FL; Orlando, FL; Northern California; Sacramento, CA; Texas
Salary and Incentives: The salary for this position generally ranges between $66,000 - $80,000 annually. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion. This position is also currently eligible for performance incentives. Specifics will be reflected in individual incentive plan documents.
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.
Mensen leven steeds langer. Bij Aegon zijn we enthousiast over de kansen die dit biedt. Het is daarom onze missie om mensen te helpen het beste uit hun leven te halen voor een lang en gelukkig leven.
Om onze missie te laten slagen, zijn we op zoek naar nieuwsgierige, ambitieuze en empathische medewerkers die zich uit durven spreken en afmaken waar ze aan beginnen. We willen een zo divers mogelijk team met verschillende culturen, achtergronden, geloofsovertuigingen en geaardheden.
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