Client Advisor, Retirement Solutions

Acrisure•Burlington, VT

1d•$100,000 - $130,000•Onsite

About The Position

Acrisure is seeking a high-performing Client Advisor with qualified retirement plan expertise to develop new client relationships, retain and expand existing relationships, and grow its Retirement Solutions business. The role serves employers with 20 to 2,000 employees and requires a consultative understanding of 401(k) and 403(b) plans, investment management, plan design, fiduciary considerations, participant needs, fees, and related retirement plan services. The Client Advisor operates autonomously with an entrepreneurial mindset while collaborating across sales, service, marketing, investment, compliance, and operations teams. The position balances new-business development with strategic client management, serving as the primary strategic advisor for an assigned portfolio and coordinating the full client experience. Candidates should be comfortable with an on-site presence in Burlington, Vermont, and occasional work outside normal business hours and travel as client or business needs require.

Requirements

Minimum of five years of qualified retirement plan experience.
Demonstrated success in consultative sales, business development, investment management, portfolio management, or retirement plan advisory work.
Series 65 registration or equivalent IAR qualification required at hire or to be obtained within the stated post-hire period; the posting displays the period as “[X] days.”
Proven record of meeting or exceeding revenue, retention, and relationship-management goals.
Strong consultative, strategic-thinking, presentation, written communication, and interpersonal skills.
Ability to work independently in an entrepreneurial environment while collaborating effectively across teams.
Proficiency with Salesforce, Microsoft Outlook, Word, Excel, and PowerPoint, and comfort using CRM, analytics, and AI-enabled applications.
Ability to accommodate occasional work outside normal business hours and travel as client or business needs require.

Nice To Haves

Life & Health license, or willingness to obtain one based on business needs.
Bachelor’s degree.
Professional designation such as CFP, QKA, QFPC, PPA, CPFA, C(k)P, AIF, CPA, or an advanced degree.
Experience with market expansion, leveraging technology to enter new markets or enhance sales efforts in existing markets.
Proven track record of obtaining new clients and/or growing revenue in the industry, with a focus on using technology and tech platforms.
Demonstrated technology skills, including experience using CRM and AI applications.

Responsibilities

Achieve annual sales-plan objectives by building a qualified pipeline, converting leads into revenue-generating opportunities, and meeting or exceeding quota.
Develop and execute a strategic business-development plan focused on qualified retirement plan opportunities in the target market.
Generate leads and referrals through current clients, centers of influence, community relationships, and outside contacts; identify and pursue requests for proposal when appropriate.
Use CRM, analytics, AI-enabled sales tools, and structured outreach cadences to prioritize opportunities, monitor prospect engagement, and accelerate deal progress.
Prepare and present sales materials, proposals, and plan recommendations to prospective clients.
Own and steward an assigned portfolio of retirement plan clients as primary strategic advisor, coordinating the client experience with service, investment, compliance, and operations partners.
Lead recurring client and plan reviews covering investment performance, plan design, participation and deferral trends, fees, fiduciary considerations, service performance, and participant outcomes.
Develop and maintain documented service and retention plans for client relationships, including contact cadence, annual objectives, decision-maker mapping, milestones, relationship risks, and follow-up commitments.
Educate plan sponsors and retirement committees and provide recommendations on investment, regulatory, fiduciary, fee, and plan-design topics.
Coordinate resolution of service issues and escalations, establish ownership, communicate progress, and follow through to resolution.
Monitor engagement, service concerns, organizational changes, competitive activity, and client feedback to identify retention risks and develop recovery strategies with leadership.
Maintain accurate meeting notes, commitments, service activity, relationship intelligence, and follow-up tasks in Salesforce.
Build relationships across plan sponsor leadership, retirement committees, finance, human resources, and other stakeholders.
Identify appropriate plan enhancements, additional services, and cross-sell opportunities based on client needs.
Assess employer and participant needs and tailor plan proposals and designs that address potential cost efficiencies, tax considerations, investment options, fees, and participant outcomes.
Apply knowledge of 401(k), 403(b), investment management, qualified retirement plan products, and related services to deliver consultative recommendations.
Partner with Retirement Solutions colleagues, investment professionals, service teams, and marketing specialists to deliver coordinated solutions.
Provide strategic market and client input to strengthen retirement plan capabilities, client experience, and growth strategy.
Maintain an active client-management role after the sale, including relationship reviews, proactive communication, retention efforts, and identifying expansion opportunities.
Use Salesforce and related engagement platforms to document activity, monitor contact frequency, manage follow-up, and identify cross-sell and upsell opportunities.
Participate in joint prospect and client meetings, respond to inquiries, and foster clear communication across internal and external stakeholders.
Maintain accurate CRM data and follow structured sales cadences to support pipeline progression, forecasting, and deal management across the create, convert, close, and retain lifecycle.
Collaborate with leadership on pipeline reviews, revenue forecasts, strategic deal planning, and recommendations to optimize results.
Monitor retirement industry developments, competitor activity, regulatory trends, and market needs to refine positioning and identify opportunities.
Represent Acrisure in the market and build an external network as a growth-minded, technology-enabled retirement plan advisor.