Hybrid Advisor Training & Quality Assurance Consultant

Aegon; United States; Hybrid; USD 65,000 - 75,000; Full time

Job summary

Aegon in the United States seeks an experienced training professional to design onboarding and refresher programs for licensed financial advisors. The role includes delivering live and virtual sessions, coaching engagements, and creating materials such as presentations and microlearning content.

You will apply quality standards to monitor calls and reviews, identify performance gaps, and coach advisers to improve compliance and client communication.

Qualifications

• Bachelor's degree in business or finance is required.
• Two years of experience in financial services training, quality assurance, or performance management.
• Experience delivering training or coaching for licensed professionals.
• Working knowledge of FINRA rules and advisor supervision standards.
• Proficient in MS Word, Excel, and PowerPoint.

Responsibilities

• Design, update, and maintain onboarding and refresher training programs for licensed financial advisors.
• Deliver live and virtual training sessions and structured coaching engagements.
• Develop training materials, including presentations, job aids, scenarios, and microlearning content.
• Apply quality standards to conduct call monitoring and interaction reviews for licensed advisors.
• Identify performance gaps related to disclosures, suitability, and client communication.
• Provide feedback and coaching to improve advisor effectiveness and reduce compliance risk.
• Document quality findings and training activities to support supervisory oversight.
• Partner with Compliance and business teams to ensure training content aligns with firm policy.

Skills

Training delivery

Coaching

Quality assurance

Regulatory compliance knowledge

Education

Bachelor's degree in business or finance

Tools

MS Word

MS Excel

PowerPoint

Job description

Aegon in the United States seeks an experienced training professional to design onboarding and refresher programs for licensed financial advisors. The role includes delivering live and virtual sessions, coaching engagements, and creating materials such as presentations and microlearning content.

You will apply quality standards to monitor calls and reviews, identify performance gaps, and coach advisers to improve compliance and client communication.