Job Information
AON Financial Coach in Virtual, United Kingdom
Financial Coach
Aon is currently recruiting a Financial Coach to join our team. Reporti ng to the Financial Coaching Team Leader, this role is responsible for delivery of a range of pension and financial education employee presentations and one to one guidance to Aon clients’ employees, to fulfil the client requirements agreed by consultants and the promotion of this service both internally and externally to create new fee revenue.
This is a virtual role involving regular travel within the UK.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like
As a Financial Coach some of your key responsibilities will involve:
Development and delivery of high-quality member presentations and 1-1 surgeries for e.g.
Aon Pension products
Trust based clients
Aon Retirement Service
Financial Wellbeing and Education seminars.
Develop new fee revenue from existing clients for presentation & 1-1 activity.
Ensure working practices are in adherence with Aon UK LTD T&C processes and procedures; where necessary provide evidence and information to appropriate parties which demonstrates compliance with regulatory requirements.
Ensure renewal and retention of existing accounts by establishing client needs, maintaining client relationships and facilitating the overall renewal process.
Increase the value of a portfolio of accounts by identifying and converting addition business opportunities from current non AEB clients.
Responsible for working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company.
Personal utilization target of a minimum of 4 days per week client facing work.
Customer satisfaction target measured by feedback from sessions and employer feedback.
How this opportunity is different
This role is about empowering employees to improve their financial wellbeing. By providing personalized guidance, coaches help individuals understand their financial situations, set realistic goals, and develop actionable plans.
You will support shaping the financial wellbeing proposition to ensure it is truly market leading. And you will be driving forward and influencing g the future direction of this evolving and valuable area of the business.
Using your varied skills and experiences you will be delivering and developing exciting new presentation material making a real impact for individuals.
Skills and experience that will lead to success
As a Financial Coach you will have a passion for delivering engaging member presentations and getting excellent feedback, you will understand the power of face-to-face communication
Your skills and qualifications will ideally include:
Confident and engaging presenter
Passion for helping people
DC pensions experience
Diploma in Regulated Financial Planning would be advantageous
How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com
#LI_CR1
2550180
Financial Coach
Aon is currently recruiting a Financial Coach to join our team. Reporti ng to the Financial Coaching Team Leader, this role is responsible for delivery of a range of pension and financial education employee presentations and one to one guidance to Aon clients’ employees, to fulfil the client requirements agreed by consultants and the promotion of this service both internally and externally to create new fee revenue.
This is a virtual role involving regular travel within the UK.
Aon is in the business of better decisions
At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.
As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.
What the day will look like
As a Financial Coach some of your key responsibilities will involve:
Development and delivery of high-quality member presentations and 1-1 surgeries for e.g.
Aon Pension products
Trust based clients
Aon Retirement Service
Financial Wellbeing and Education seminars.
Develop new fee revenue from existing clients for presentation & 1-1 activity.
Ensure working practices are in adherence with Aon UK LTD T&C processes and procedures; where necessary provide evidence and information to appropriate parties which demonstrates compliance with regulatory requirements.
Ensure renewal and retention of existing accounts by establishing client needs, maintaining client relationships and facilitating the overall renewal process.
Increase the value of a portfolio of accounts by identifying and converting addition business opportunities from current non AEB clients.
Responsible for working in accordance with the Aon UK Limited Risk Management Framework, and compliance with the Aon UK Limited policies, including participation in the management of risks (including completion of mandatory training) that may adversely affect the business, interests or reputation of any Group Company.
Personal utilization target of a minimum of 4 days per week client facing work.
Customer satisfaction target measured by feedback from sessions and employer feedback.
How this opportunity is different
This role is about empowering employees to improve their financial wellbeing. By providing personalized guidance, coaches help individuals understand their financial situations, set realistic goals, and develop actionable plans.
You will support shaping the financial wellbeing proposition to ensure it is truly market leading. And you will be driving forward and influencing g the future direction of this evolving and valuable area of the business.
Using your varied skills and experiences you will be delivering and developing exciting new presentation material making a real impact for individuals.
Skills and experience that will lead to success
As a Financial Coach you will have a passion for delivering engaging member presentations and getting excellent feedback, you will understand the power of face-to-face communication
Your skills and qualifications will ideally include:
Confident and engaging presenter
Passion for helping people
DC pensions experience
Diploma in Regulated Financial Planning would be advantageous
How we support our colleagues
In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognise that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!
Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.
Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.
Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com
#LI_CR1
