Client Advisor, Retirement Solutions

Acrisure•Burlington, VT

1d•$100,000 - $130,000•Hybrid

About The Position

Acrisure is seeking a high-performing Client Advisor to grow its Retirement Solutions business by developing new client relationships and retaining and expanding existing ones. The role serves employers with 20 to 2,000 employees and requires consultative expertise in qualified retirement plans, including 401(k) and 403(b) plans, investment management, plan design, fiduciary considerations, participant needs, fees, and related services. The Client Advisor balances disciplined business development with ongoing strategic client management. The position owns an assigned client portfolio, acts as the primary strategic advisor, and coordinates the client experience with service, investment, compliance, and operations partners. The advisor works autonomously with an entrepreneurial mindset while collaborating across sales, service, marketing, and investment teams. The role is based in Burlington, Vermont, with remote or hybrid possibilities; candidates should be comfortable with an on-site presence to support collaboration and partnership. The base compensation range is $100,000–$130,000. Placement depends on factors including skills, experience, qualifications, location, and internal equity.

Requirements

At least 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.
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 and collaborate effectively across teams.
Proficiency with Salesforce, Microsoft Outlook, Word, Excel, and PowerPoint; 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

Bachelor’s degree preferred.
Professional designation strongly preferred, such as CFP, QKA, QFPC, PPA, CPFA, C(k)P, AIF, CPA, or an advanced degree.
Experience with market expansion, including using 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 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 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 clients, centers of influence, community relationships, and outside contacts; identify and pursue appropriate requests for proposal.
Use CRM, analytics, AI-enabled sales tools, and structured outreach to prioritize opportunities, monitor engagement, and advance deals.
Prepare and present sales materials, proposals, and plan recommendations to prospective clients.
Own and steward an assigned portfolio of retirement plan clients as their primary strategic advisor, coordinating the full client experience with internal 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 each client relationship, including contact cadence, objectives, stakeholders, milestones, 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.
Identify retention risks and partner with leadership on recovery and retention strategies.
Maintain accurate meeting notes, commitments, service activity, relationship intelligence, and follow-up tasks in Salesforce.
Build relationships with 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 addressing cost efficiencies, tax considerations, investment options, fees, and participant outcomes.
Partner with Retirement Solutions colleagues, investment professionals, service teams, and marketing specialists to deliver coordinated solutions.
Provide strategic market and client input to improve retirement plan capabilities, client experience, and growth strategy.
Maintain an active client-management role after the sale, including reviews, proactive communication, retention efforts, and expansion opportunities.
Use Salesforce and related engagement platforms to document activity, manage follow-up, monitor contact frequency, and identify cross-sell and upsell opportunities.
Participate in joint prospect and client meetings, respond to inquiries, and support clear communication among stakeholders.
Follow structured sales cadences and maintain accurate CRM data for 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 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 technology-enabled retirement plan advisor.