What are the responsibilities and job description for the Advisor, Wealth Management and Retirement Plans position at Baldwin Group Colleague, Inc.?
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.
PRIMARY 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.
KNOWLEDGE, SKILLS & ABILITIES:
- 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.
EDUCATION & EXPERIENCE:
- 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.
OTHER:
- Ability to work in a fast-paced environment, multi-task and adapt.
- Occasional travel may be required.
- Hybrid position in Bethesda, Maryland OR Jacksonville, FL
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
