Retirement Consultant - The Baldwin Group Financial Services

Baldwin Group Colleague, Inc.; Irvine (CA); On-site; USD 99,000 - 121,000; Full time

Job summary

The Baldwin Group in Irvine, California, is seeking a Retirement Plan Consultant to manage strategic planning, client relationships, and plan consulting for a diverse book of retirement business.

You will conduct plan reviews, educate participants, and collaborate with sales and advisory teams while maintaining compliance and quality service. A Bachelor's degree, Series 65 and state insurance license within 90 days, and 3–5 years of advisory experience are required; CFP/AIF/CPFA/CFA preferred.

Qualifications

• Bachelor's degree required.
• Series 65 and state insurance license required within 90 days of employment.
• 3-5 years advisory/client management/plan management experience preferred.
• Certifications: CPFA, AIF, QKA, CFP, CFA preferred.

Responsibilities

• Develop and maintain relationships with retirement plan sponsors focusing on client satisfaction and retention.
• Deliver plan review meetings (in-person or virtual) and participant education/seminars.
• Understand our business, products, and services to provide appropriate retirement guidance.
• Maintain CRM and ensure compliance with company guidelines and regulatory policies.

Skills

Relationship management

Communication

Retention strategies

Problem solving

Education

Bachelor's degree

Series 65 license

State insurance license

Tools

Microsoft Office Suite

Microsoft Teams

RPAG

Redtail

Salesforce

Job description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

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.

PRIMARY 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.

EDUCATION AND EXPERIENCE REQUIREMENTS:

• License: This position requires a Series 65 and state insurance license. If not currently in possession, required within 90 days of employment
• Education: Bachelors degree required
• Experience (years and type of experience): 3-5 years demonstrated advisory, client management and plan management experience preferred
• Certifications/Designations: CPFA, AIF, QKA, CFP, and/or CFA preferred

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• 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

OTHER REQUIREMENTS:

• 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.

WORKSITE EXPECTATIONS:

Hybrid in Irvine, California Regional travel up to 10% of the time may be required

IMPORTANT NOTICE:

This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):

TBG is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

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

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

The Baldwin Group is a cohesive group of experts in business insurance, employee benefits, retirement planning, and all areas of private and personal insurance. Since 2011, we’ve evolved from a local business into a national firm with a vast network of specializations serving two million clients across the country. At The Baldwin Group, we provide solutions so our clients can pursue what’s possible for themselves, their families, and their businesses. Whether renting a first apartment, opening a small business or taking a company public, we offer solutions to support clients at every step of their journey giving them peace of mind to pursue their purpose, passion, and dreams. We Protect the Possible. The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.