Client Advisor, Retirement Solutions
Core
Develop new client relationships, retain and expand existing ones, and grow Acrisure's Retirement Solutions business for employers with 20 to 2,000 employees.
Role type
Senior IC Client Advisor (Retirement Solutions)
Builds
Retirement plan solutions, investment strategies, and advisory services
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
consultative sales, business development, 401(k) expertise, 403(b) expertise, investment management, plan design, fiduciary considerations, Salesforce proficiency, CRM management, lead generation, client retention strategies, regulatory knowledge
Preferred skills
Life & Health license, CFP, QKA, QFPC, PPA, CPFA, C(k)P, AIF, CPA, advanced degree, market expansion experience, technology platform utilization
Technologies
Salesforce, Microsoft Outlook, Word, Excel, PowerPoint, AI-enabled sales tools
Responsibilities
Achieve annual revenue objectives by building a qualified pipeline and converting leads; develop and execute strategic business development plans; own and steward an assigned portfolio of retirement plan clients as primary strategic advisor; lead recurring client and plan reviews covering investment performance and fees; assess employer needs and tailor plan proposals; coordinate timely resolution of service issues; monitor retention risks and partner on recovery strategies; maintain accurate CRM data and relationship intelligence.
Seniority
Senior, hands-on IC