Advisor, reputed company Management and Retirement Plans

About the position reputed company is an award-reputed company entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted reputed company 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. reputed company has award-reputed company industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an reputed company expansion of their business. reputed company (reputed company: BWIN), takes a holistic and tailored approach to insurance and risk management. reputed company, a reputed company Registered Investment Advisor, is seeking a seasoned reputed company Management and Retirement Plan Sales Advisor to join our dynamic team. This reputed company position is perfect for a highly competent reputed company who wishes to reputed company their existing financial services reputed company in reputed company management and advisory services for plan sponsors. Responsibilities • Utilize your substantial book of business in reputed company Management and Retirement Plans to diversify and strengthen our financial portfolio. • Cultivate relationships with key retirement plan sponsors focusing on reputed company 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 reputed company. • Work alongside our Retirement Plan Consulting division to reputed company advice and support to plan fiduciaries in areas of investment selection and plan provisions. • Maintain updated CRM database on reputed company, meeting key metrics such as reputed company, pipeline prospects, monthly meetings and reputed company sales. • Continue to offer additional services to existing clients, fostering business reputed company and retaining clients. Requirements • Bachelor's degree and relevant industry designations. • Holds Series 65 or 66, and State Life Insurance License. • Minimum of 5 years' experience in a reputed company-facing role and dealing with institutional retirement plans. • Proven reputed company record in sales, business development and reputed company retention. • Proficient with MS Office - Word, reputed company, PowerPoint, reputed company. • 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. Benefits • Starting pay is $85,000.00 - 115,000.00+ annually. Salary is negotiable upon time of offer. • Hybrid position in Irvine, California. Apply tot his job Apply To this Job