Retirement Plan Consultant - Insurance Advisory Solutions

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 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.

PRIMARY RESPONSIBILITIES:

• Ability to develop a thorough understanding of our business, products, and services.
• Consistently deliver a high level of proactive client service in a professional manner.
• Broad background in retirement products and general investment matters.
• Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business
• Ability to effectively produce and deliver plan review meetings (in-person or virtual)
• Ability to effectively deliver participant education and wellness seminars (in-person or virtual)
• 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.
• Ability to lead a team and achieve goals
• Strong written and verbal communication skills.
• Ensure conformance with entire company guidelines and regulatory policies
• Maintain and update Salesforce on existing customers
• Strong quantitative and analytic skills are essential.
  
  
  

EDUCATION AND EXPERIENCE REQUIREMENTS:

• License: This position requires a Series 65 license. However, candidates with an active Series 6, 7, 63, or 66 license who can obtain their Series 65 within 90 days of employment are also encouraged to apply.
• Education: Bachelor of Science in Finance or Economics preferred
• Experience (years and type of experience): 3-5 years demonstrated advisory, client management and plan management experience preferred
• Certification(s): Certified Retirement Counselor certification preferred
  
  
  

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Ability to develop a thorough understanding of our business, products, and services.
• Consistently deliver a high level of proactive client service in a professional manner.
• Broad background in retirement products and general investment matters.
• Must be able to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business
• Ability to effectively produce and deliver plan review meetings (in-person or virtual)
• Ability to effectively deliver participant education and wellness seminars (in-person or virtual)
• 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.
• Ability to lead a team and achieve goals
• Strong written and verbal communication skills.
• Ensure conformance with entire company guidelines and regulatory policies
• Maintain and update Salesforce on existing customers
• Strong quantitative and analytic skills are essential.
  
  
  

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:

• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Ability to learn any other appropriate program or software system used by the firm as necessary
  
  
  

OTHER REQUIREMENTS:

• Ability to remain flexible yet focused during stressful situations.
• Attention to detail, accuracy and the ability to express complex concepts in a clear and concise manner.
• Highly organized and able to quickly prioritize multiple assignments with high quality results.
  
  
  

WORKSITE EXPECTATIONS:

• This role is hybrid in Jacksonville, Florida
• Regional travel up to 25% of the time may be required
  
  
  

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 accommodations to applicants and colleagues who need them for medical or religious reasons.
  
  
  

EEOC (STATEMENT):

• BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
  
  
  

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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.