Jr Retirement Plan Advisor

Aon is hiring a Jr Retirement Plan Advisor. It pays $60k-$70k a year and Level rates it ; you can apply on Aon.

Level's read on this job

Level rates this role Little AI ●○○○: aI is not part of the work.
Level lists 1,000+ other open roles at Aon.
The role was posted within the past week.

AI in this role

Posting Description Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Key Responsibilities Develop technical knowledge of retirement plan operations, investments, pricing, industry best practices, and client service processes. Assist with the preparation of quarterly investment reports and related client materials. Support conversion project management activities for new and transitioning retirement plans. Collect, maintain, and analyze plan pricing, investment, and provider information. Partner with Senior Advisors to support client relationship management and day-today service needs. Perform database entry, reporting support, and general administrative tasks as needed. Required Experience and Characteristics No prior retirement plan experience is required; a general understanding of investments or limited financial services experience is preferred. Self-motivated, curious, and committed to learning and professional growth. Customer-service oriented and the willingness to work effectively in a team environment. Capacity to develop strong communication skills, including the ability to explain complex topics clearly and lead meetings with key client decision-makers. Excellent organization, time management skills, and attention to detail to manage multiple priorities and follow through on assigned tasks. Proficiency with Microsoft Office Suite and comfortable working with computer databases and reporting systems. Required Licenses Series 65 securities license required prior to independently servicing client business. Life and Health insurance license recommended, but not required. What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000- $70,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. 2589125

How we rate this

Jr Retirement Plan Advisor at Aon rates 35 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

●●●● Builds AI80 to 100
●●●○ Works on AI60 to 79
●●○○ Uses AI40 to 59
●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.