Retirement Consultant - The Baldwin Group Financial Services

The Baldwin Group • Irvine, CA

1d • $110,000 • Hybrid

About The Position

The Retirement Plan Consultant will assist in managing the strategic planning, consulting, guidance, marketing, investment analysis and servicing of the assigned book of retirement business. This role will help to build the retirement consultant book of business.

Requirements

• Series 65 license and state insurance license (required within 90 days of employment if not currently possessed)
• Bachelors degree required
• 3-5 years demonstrated advisory, client management and plan management experience preferred
• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Microsoft Teams
• RPAG
• Redtail
• SalesForce
• Ability to learn any other appropriate program or software system used by the firm as necessary
• Ability to remain flexible yet focused during stressful situations.
• Attention to detail, accuracy and the ability to express complex concepts in a clear and concise manner.
• Highly organized and able to quickly prioritize multiple assignments with high quality results.

Nice To Haves

• CPFA, AIF, QKA, CFP, and/or CFA preferred

Responsibilities

• Develop and maintain relationships with key retirement plan sponsors with a focus on client satisfaction and retention
• Ability to develop a thorough understanding of our business, products, and services.
• Consistently deliver a high level of prompt and proactive client service in a professional manner.
• Broad background in retirement products and general investment matters.
• Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business
• Ability to effectively produce and deliver plan review meetings (in-person or virtual)
• Ability to effectively deliver participant education and wellness seminars (in-person or virtual)
• Excellent interpersonal skills and face-to-face relationship building abilities
• Achieve individual and team goals for service levels, growth, and retention for assigned book of business.
• Ability to lead a team and achieve goals
• Strong written and verbal communication skills.
• Ensure conformance with entire company guidelines and regulatory policies
• Maintain and update CRM on existing customers on a real time basis
• Strong quantitative and analytic skills are essential.

Benefits

• Compensation starts at $110,000+ annually and is negotiable at time of hire.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level