Senior Retirement Advisor

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🕒 Março 19

🌽 Illinois, New Jersey, +2 estados a mais – Remoto

🌽 Illinois – Remote 🏖️ New Jersey – Remote 🦀 Maryland – Remote 🔔 Pennsylvania – Remote

💵 $100.000 / ano

⏰ Tempo Integral

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

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The Baldwin Group

SiteLinkedInTodas as Vagas

1001 - 5000 funcionários

💸 Finanças

🤝 B2B

💰 $170.000.000 Post IPO debt em 2023-10

Finance • B2B

O Baldwin Group é uma empresa nacional de consultoria especializada em gestão de riscos e corretagem de seguros, oferecendo soluções abrangentes para empresas e indivíduos. A empresa fornece seguros comerciais, benefícios para funcionários, consultoria de aposentadoria, serviços de gestão de riscos privados e de patrimônio, além de ofertas especiais como resseguros e MGAs, desenvolvendo estratégias personalizadas para proteger ativos e apoiar o crescimento. A empresa enfatiza a colaboração, insights de mercado e planos personalizados para empresas de diversos setores, assim como para pessoas de alto poder aquisitivo.

Descrição

• Gathers information on employer-sponsored retirement plans and develops tailored recommendations for prospective plan sponsor clients; • Communicates with clients, prospects, recordkeepers, TPAs, insurance company partners, and internal service teams to advance retirement plan opportunities; • Finalizes the sale and implementation of group retirement plans by coordinating required paperwork and collection of deposits; • Develops prospects by attending industry affiliations, engaging in networking events, and generating referrals; • Responsible for coaching, mentoring, and managing the professional development of colleagues within the retirement practice; • Maintains an understanding of the group retirement and institutional investment marketplace.

🎯 Requisitos

• Holds Series 65 or 66 (or equivalent) and maintains all required registrations and continuing education. • Bachelor’s degree in Finance, Business, Economics, Accounting or a related field preferred. • Advanced industry designations such as AIF®, CFP®, CPFA®, CEBS®, C(k)P® or similar are strongly preferred. • Possesses a state Life & Health Insurance License or is willing to obtain within 90 days of hire. • Minimum of 5 years’ experience as a Financial Advisor, Retirement Plan Advisor, or in a closely related institutional retirement role, with a proven focus on employer‑sponsored plans. • Proven track record in sales, business development, and client retention within the group retirement or institutional market.

🏖️ Benefícios

• Health insurance • Professional development opportunities