Hiring: Sales Consultant (Pooled Plans) Company: Aegon Location: United States Job Posted Time: 2026-09-16 17:52:07 Employment Type: Contract / Remote Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Salesforce About the job Required Skills: •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. •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. •Research competitors and provide strategic information relative to product offerings and trends. Qualifications: •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. •RPA designation is preferred which includes taking the CEBS 3, 4 and 7, or an advanced retirement plan designation such as CRPS, CRPC. •Additionally, 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. Compensation: •$10,000,000 - $2,000,000,000 / year •Flexible work environment (work from home / hybrid options) Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!