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Retirement Planning Consultant I (New York City, Tri-State Area)

Aegon

New York, United States


Provides educational and advisory services to one or more 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.

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4 years ago

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