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The Baldwin Group is seeking a Senior Retirement Advisor to provide consultative services on retirement plan design, compliance, and sales processes. The ideal candidate will have a strong background in B2B sales within the retirement or financial services sectors, along with excellent communication skills and a proven track record of exceeding sales goals.
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Job Summary
Provide consultative guidance on plan design, benchmarking, compliance considerations, and provider solutions, while leading the sales process from prospecting through close.
Partner with HR and finance leaders to understand their workforce needs, present tailored retirement plan strategies, and support employee education to drive participation and engagement.
Develop prospects by becoming involved in community and industry affiliations, attending seminars, building relationships with centers of influence, and engaging in networking events.
Matching Summary
Match Score: 75
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The Baldwin Group is seeking a Senior Retirement Advisor to provide consultative services on retirement plan design, compliance, and sales processes. The ideal candidate will have a strong background in B2B sales within the retirement or financial services sectors, along with excellent communication skills and a proven track record of exceeding sales goals.
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Salary
Base: $100,000+ annually; Bonus/Equity: Negotiable; Benefits: Not specified
Skills & Requirements
Must-have
Consultative guidance on plan design
B2B sales experience in retirement
Lead sales process from prospecting to close
Partner with HR and finance leaders
Drive employee participation and engagement
Nice-to-have
High touch, competent, proactive, responsive
Demonstrate firm's core values
Maintain confidentiality and professionalism
Key Requirements
Series 65 or 66 (or equivalent)
Bachelor's degree preferred
Advanced industry designations preferred
State Life & Health Insurance License
Minimum of 5 years' experience
Proven track record in sales and business development