Retirement Consultant

This is a hybrid role with the flexibility to work both at home and in the Dallas, Texas Office.

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.

Job Responsibilities:

• Manages projects
• Delegates and coaches more junior colleagues
• Reviews work for both accuracy and reasonability
• Technical leadership on clients, significant role in client meetings
• Able to communicate on technical topics with clients
• Takes ownership of issues
• Proactive in initiating and leading discussions
• Ensures team follows through
• Has mastered basic technical concepts and can apply to broader assignments

You Bring Knowledge and Expertise:

• Solid administration and staff-level client relationships; developing some relationships with higher level client contacts
• Able to answer client questions without reliance on lead actuary
• Completes some work through others (i.e. delegation)
• Play a role in client meetings
• Prepare contribution requirements and accounting costs, with some oversight
• Update valuation runs for any changes and program provisions from scratch
• Interpret valuation results and provide initial recommendations to lead actuary
• Perform more complicated or review more simple pension benefit calculations
• Coach/train entry level students
• Demonstrate flexibility to work additional hours on occasion when client needs dictate
• Draft original materials (e.g. letters, reports, discussion guides) with some guidance

Technical Competencies/Skills:

• Have outstanding quantitative and analytical skills
• Strong written and verbal communication skills.
• Valuation programming on ProVal system
• Basic knowledge of funding methods
• Use of valuation software, tailoring, and programming
• Minimum and/or maximum funding calculations
• Reconciliation of liability gains and losses

Education & Required Experience:

• Academic background or aptitude in Actuarial Science, Mathematics, Economics or Statistics
• 5+ years of defined benefit experience
• Fully qualified Actuary (FSA and EA)
• Ability to work under pressure of fixed deadline
• Ability to work effectively in a team environment or independently as the work product demands

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 recognize 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 (EEO) 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. Aon is committed to a diverse workforce and is an affirmative action employer. People with criminal histories are encouraged to apply.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law.