Advisor, Wealth Management and Retirement Plans
About the position 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 Baldwin Group, a nationwide Registered Investment Advisor, is seeking a seasoned Wealth Management and Retirement Plan Sales Advisor to join our dynamic team. This prominent position is perfect for a highly competent professional who wishes to leverage their existing financial services practice in wealth management and advisory services for plan sponsors. Responsibilities • Utilize your substantial book of business in Wealth Management and Retirement Plans to diversify and strengthen our financial portfolio. • Cultivate relationships with key retirement plan sponsors focusing on client satisfaction, retention, and providing strategic recommendations to improve their retirement plans. • Spearhead meetings with key decision makers and new prospects ensuring effective solutions are recommended and sales closed. • Work alongside our Retirement Plan Consulting division to provide advice and support to plan fiduciaries in areas of investment selection and plan provisions. • Maintain updated CRM database on Salesforce, meeting key metrics such as revenue, pipeline prospects, monthly meetings and closed sales. • Continue to offer additional services to existing clients, fostering business growth and retaining clients. Requirements • Bachelor's degree and relevant industry designations. • Holds Series 65 or 66, and State Life Insurance License. • Minimum of 5 years' experience in a client-facing role and dealing with institutional retirement plans. • Proven track record in sales, business development and client retention. • Proficient with MS Office - Word, Excel, PowerPoint, Outlook. • Exceptional communication skills, outgoing personality, and a drive for sales and business development. • Advanced understanding of investment analytics, retirement plans and relevant financial software platforms. Benefits • Starting pay is $85,000.00 - 115,000.00+ annually. Salary is negotiable upon time of offer. • Hybrid position in Irvine, California. Apply tot his job