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.

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.

Senior Retirement Advisor

Key skills