Retirement Consultant - The Baldwin Group Financial Services

The Baldwin Group is an award-winning entrepreneur-led 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 throughout the U.S. and abroad.

About the role

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.

Responsibilities

• Develop and maintain relationships with key retirement plan sponsors with a focus on client satisfaction and retention
• 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
• Demonstrate a broad background in retirement products and general investment matters
• Deliver a distinctive and thoughtful experience that provides appropriate advice for the client's situation to secure confidence and business
• Effectively produce and deliver plan review meetings (in-person or virtual)
• Effectively deliver participant education and wellness seminars (in-person or virtual)
• Exhibit 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
• Lead a team and achieve goals
• Demonstrate strong written and verbal communication skills
• Ensure conformance with company guidelines and regulatory policies
• Maintain and update CRM on existing customers in real time
• Apply strong quantitative and analytic skills

Requirements

• Bachelor’s degree required
• 3-5 years of demonstrated advisory, client management, and plan management experience preferred
• Series 65 and state insurance license required within 90 days of employment
• Certifications/Designations: CPFA, AIF, QKA, CFP, and/or CFA preferred
• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Experience with Microsoft Teams, RPAG, Redtail, and SalesForce
• Ability to learn other appropriate programs or software systems used by the firm
• Hybrid work arrangement in Irvine, California
• Regional travel up to 10% of the time may be required

Skills

• Ability to remain flexible yet focused during stressful situations
• Attention to detail, accuracy, and the ability to express complex concepts clearly and concisely
• Highly organized with the ability to prioritize multiple assignments and deliver high-quality results

Pay

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