Senior Client Executive

4 weeks ago


Young America, United States AEGON NV Full time
Job Summary

We are seeking a highly skilled Senior Client Executive to join our team at AEGON NV. As a key member of our client-facing team, you will be responsible for delivering exceptional service to our clients, providing expert guidance on retirement plan management, and driving business growth through strategic relationships.

Key Responsibilities
  • Client Service: Provide consultative services to clients, including plan design, implementation, and administration, to ensure their retirement plans meet their goals and objectives.
  • Relationship Management: Build and maintain strong relationships with clients, brokers, and other stakeholders to drive business growth and client satisfaction.
  • Plan Management: Interpret and explain plan provisions, design and implement plan enhancements, and ensure compliance with regulatory requirements.
  • Business Development: Identify and pursue cross-sell opportunities to enhance individual client and enterprise profitability.
  • Training and Support: Provide training and support to clients on company processes, procedures, and resources, including all systems and technology for participants and plan sponsors.
Requirements
  • Education: Bachelor's degree in a business-related field or equivalent education/experience.
  • Experience: Five years of retirement industry or similar experience, with a strong understanding of ERISA and retirement industry trends.
  • Licenses: FINRA Series 6 and 63 licenses, or obtain within six months.
  • Skills: Advanced knowledge of retirement programs, subject matter expertise in plan management, and proficiency using MS Office (Word, Excel, PowerPoint).
Working Conditions

This role requires moderate travel up to 30%.



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