Senior Retirement Advisor - The Baldwin Group Financial Services

The Baldwin Group

Base: $100,000 + annually; bonus/equity: not speci...
Hybrid
B2b sales experience in retirement
Strong communication skills
Consultative, solutions-focused environment
The Baldwin Group seeks a Senior Retirement Advisor to provide consultative guidance on employer-sponsored retirement plans while leading the sales process from prospecting to close. The ideal candidate will have strong B2B sales experience in the retirement or financial services market, excellent communication skills, and a proven track record of exceeding sales goals

Job Summary

  • The Baldwin Group Wealth Advisors is an independent RIA firm focused on financial planning and investment advice.
  • The Senior Retirement Advisor will provide consultative guidance on plan design and compliance considerations.
  • The role involves partnering with HR and finance leaders to develop tailored retirement strategies.

Matching Summary

Match Score: 85

The Baldwin Group seeks a Senior Retirement Advisor to provide consultative guidance on employer-sponsored retirement plans while leading the sales process from prospecting to close. The ideal candidate will have strong B2B sales experience in the retirement or financial services market, excellent communication skills, and a proven track record of exceeding sales goals.

Salary

Base: $100,000+ annually; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • B2B sales experience in retirement
  • Strong communication skills
  • Consultative, solutions-focused environment

Nice-to-have

  • Coaching and mentoring colleagues
  • Community and industry involvement
  • Outgoing and sales-oriented mindset

Key Requirements

  • Minimum of 5 years experience
  • Holds Series 65 or 66
  • Bachelor's degree in Finance or related field

Work Rights

Not specified

Tailored Resume

Cover Letter