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Worksite Presenter

Role overview

Qualifications

  • Excellent communication and presentational skills
  • Experience in relationship management and working with clients
  • Knowledge of different types of media
  • Understanding of the Corporate Workplace Savings market

Responsibilities

  • Identify communication objectives based on client characteristics
  • Create tailored member presentations to meet client needs
  • Prepare and deliver member presentations through various media
  • Adhere to internal procedures including compliance and peer review

Key facts

Hard skills

Other skills

  • Relationship Management
  • Communication
  • Microsoft Office
  • Microsoft PowerPoint
  • Collaboration
  • Creativity
  • Adaptability
  • Time Management

About the company

Aegon logo

Aegon

Financial Services

People are living longer, and we are excited about the possibilities this brings. We see longevity, aging, and changing life patterns as an opportunity for our customers, our employees, and society as a whole. And we want to support everyone in building the financial means to explore the possibilities and challenges of a long and varied life. As an international financial services group, we unite a diverse range of businesses that, together, help millions of people around the world live their best lives by offering a broad mix of investment, protection, and retirement solutions. We create long-term value for our shareholders and other stakeholders through fully owned businesses, partnerships, and strategic shareholdings. Our portfolio includes fully owned subsidiaries in the US and UK, and a global asset management business; as well as partnerships in Brazil, China, France, Spain and Portugal. In the Netherlands, we generate value through our strategic shareholding in a market-leading insurance and pensions company.

Company details

Company typeXLarge
IndustryFinancial Services
Company size10001

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Job description

Job Description Summary

Job Description

Worksite Presenter

Permanent

Location: Remote

Salary: £33,520 - £50,280 (depending on the experience you can bring)

Closing date:  20th October 2026

We're Aegon. We're a company of ambitious, positive problem-solvers who get things done. We're a team, not a group of individuals. Collaboration is our life force and we believe it's our duty to leave things better than we find them.


We help people live their best lives. We help them with the big stuff, for the moments that matter: Pensions, Savings, Investments. At Aegon, we strive in creating a diverse organisation that plays a meaningful role in driving greater equity, inclusion and belonging. 


We are looking for a Worksite Presenter to join our Distribution team on a remote basis. Whilst you will work from home the majority of the time, this role will involve regular travel to client sites across the UK.


In this role you will deliver high quality member presentations to our clients. Workplace is a core market for Aegon UK and one of the fastest growing, therefore it is critical to the strategy and success of the business.


Key Responsibilities for the role include:


  • Identifying the communication objectives based on the characteristics of the client and target audience.
  • Creating tailored member presentations to meet the client’s needs.
  • Preparing and delivering member presentations through various media including face to face, online webinars and recorded videos.
  • Working with internal departments (Client Relationship Team, Customer Care Team, Compliance, Marketing and Implementation Teams) and external parties (e.g. the client and their consultants, and APS, our typesetters and printers) to ensure that all deadlines are met, and appropriate resources are allocated to each client.
  • Adhering to internal procedures including compliance and peer review requirements at all times.
  • Achieving accreditation status in order to approve final versions of member documents.
  • Working with different departments and colleagues to develop presentation collateral such as slides.

We’d love to hear from you if you have:  


  • Excellent communication and presentational skills.
  • Evidence of relationship management experience and working with clients.
  • Experience contributing to the creative development of the DC communication service, working with Marketing Teams and/or Member Communication Teams.
  • The ability to develop strong relationships with internal departments, clients, prospects and their advisers, so that we are seen as communications leaders in the DC Market.
  • Demonstrated knowledge and experience of different types of media (web, print, social, digital, apps etc.) and the advantages/disadvantages of each in different situations.
  • An understanding of the Corporate Workplace Savings market, products and regulatory developments.
  • An understanding of the Auto-enrolment, scheme default investment options and Master Trust and contract-based governance and how to support employers with their duties.
  • A track record in achieving objectives/targets and meeting deadlines.
  • A sound knowledge of Microsoft Office, Salesforce, Synthesia and PowerPoint will be beneficial.

What’s in it for you? 

  • We’re serious about your future and our enhanced pension scheme is now in place.  We ask you to contribute 3% of your salary to your pension and we’ll put in 9%.  If you decide to contribute more, we’ll match it up to a combined total of 20% of your salary (that’s 7% from you and 13% from us). 
  • A discretionary bonus, depending on personal and company performance
  • 34 days leave per year (including bank holidays, pro-rated for part-time)

We also offer private medical cover, life assurance, critical illness cover, enhanced parental leave and a variety of lifestyle benefits to help our employees live their best lives, including retail discount vouchers, cycle2work scheme, subsidised restaurant and online GP appointments.  To find out more about what to expect at Aegon, visit our careers site.

We serve a diverse, ever-changing world. It's tough, but we work tirelessly to leave things better than we find them. If that sounds like the sort of place you'd like to work, hit the "Apply" button.  


The legal bits 


We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references. 

Equal Opportunity Employer: 

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their age, disability, race, religion/belief, gender, sexual orientation or gender identity. 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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