Retirement Plan Advisor, Business Development

Company Overview:

A leading employee benefits firm with over 35 years of experience, serving nearly 5,000 clients across the U.S., is seeking a Retirement Plan Advisor for Business Development in the New England area. This role is integral to the company's growth strategy, focusing on developing new business and providing fiduciary guidance to plan sponsors.

Job Responsibilities:

• Identify and research potential clients, including businesses and employers seeking retirement plan solutions
• Initiate contact through cold calling, networking, referrals, and other lead generation methods
• Build business by establishing relationships with current and prospective clients and educate them to understand the full range of services
• Work closely with the marketing department as a liaison on client/prospect events and email campaigns
• Design and present tailored retirement plan proposals that align with the client's company size, objectives, and employee requirements
• Collaborate with internal teams to ensure the proposed plans adhere to compliance and regulatory standards
• Stay informed about industry trends, retirement plan regulations, and changes in the DC/DB landscape to provide accurate and up-to-date advice to clients
  
  

Qualifications:

• Bachelor’s degree from an accredited College or University or equivalent experience
• 5 years of sales experience
• Proficient in Excel, Word, PowerPoint, and overall ability to learn and use different software packages
• Preferred: '5 years of sales experience in retirement, advisory, and compliance services
• Preferred: AIF (Accredited Investment Fiduciary), CFP, Licensed (Series 65) and Life, Accident and Health
  
  

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