Client Advisor, Retirement Solutions

Acrisure

. Achieve annual sales objectives by building a qualified pipeline, converting leads into revenue-generating opportunities, and meeting or exceeding quota .

Posted 11/4/2026full-timeBurlington • Vermont • United StatesMid-LevelSenior💰 $100,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in qualified retirement plan management, consultative sales, and client relationship development. Proficient in utilizing CRM and analytics tools to drive business growth and enhance client engagement.

Highest-signal resume keywords

Qualified Retirement Plan ExperienceConsultative SalesSeries 65 RegistrationSalesforce ProficiencyInvestment Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business DevelopmentPortfolio ManagementRetirement Plan AdvisoryMarket ExpansionProposal PreparationClient Retention StrategiesInvestment Performance AnalysisPlan Design AssessmentCross-Selling OpportunitiesFiduciary Considerations

Soft Skills

Strategic ThinkingPresentation SkillsWritten CommunicationInterpersonal SkillsIndependent Work

Tools & Technologies

CRM ApplicationsAI-Enabled Sales ToolsSalesforceMicrosoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Series 65 RegistrationCFPQKAQFPCPPACPFAC(k)PAIFCPA

Industry Keywords

Retirement Plans401(k)403(b)Investment ManagementClient ExperienceRegulatory TrendsMarket NeedsClient ManagementRevenue GrowthRetention Goals

About the role

Key responsibilities & impact

Achieve annual sales objectives by building a qualified pipeline, converting leads into revenue-generating opportunities, and meeting or exceeding quota
Develop and execute business development plans focused on qualified retirement plan opportunities
Generate leads and referrals through clients, centers of influence, community relationships, and outside contacts
Identify and pursue requests for proposal when appropriate
Use CRM, analytics, AI-enabled sales tools, and outreach cadences to prioritize opportunities and monitor prospect engagement
Prepare and present sales materials, proposals, and plan recommendations
Own and steward an assigned portfolio of retirement plan clients as the primary strategic advisor
Coordinate the full client experience with service, investment, compliance, and operations partners
Lead recurring client and plan reviews covering investment performance, plan design, participation, fees, fiduciary considerations, and service performance
Develop service and retention plans for each client relationship
Provide education and recommendations to plan sponsors and retirement committees
Coordinate resolution of service issues and escalations through resolution
Monitor retention risks and partner with leadership on recovery and retention strategies
Maintain accurate client activity, meeting notes, commitments, and follow-up tasks in Salesforce
Build relationships across plan sponsor leadership, retirement committees, finance, human resources, and other stakeholders
Identify plan enhancements, additional services, and cross-sell opportunities
Assess employer and participant needs and tailor retirement plan proposals and designs
Apply knowledge of 401(k), 403(b), investment management, qualified retirement plan products, and related services
Partner with Retirement Solutions, investment, service, and marketing teams
Provide market and client input to strengthen retirement plan capabilities and growth strategy
Maintain client management after the sale through relationship reviews, communication, retention, and expansion efforts
Participate in joint prospect and client meetings and respond to inquiries
Maintain CRM data for pipeline progression, forecasting, and deal management
Collaborate with leadership on pipeline reviews, revenue forecasts, and strategic deal planning
Monitor retirement industry developments, competitor activity, regulatory trends, and market needs
Represent Acrisure in the market and build an external network

Requirements

What you’ll need

Minimum of five (5) years of qualified retirement plan experience required
Demonstrated success in consultative sales, business development, investment management, portfolio management, or retirement plan advisory work
Series 65 registration, or equivalent IAR qualification, required at hire
Bachelor’s degree preferred
Professional designation strongly preferred, such as CFP, QKA, QFPC, PPA, CPFA, C(k)P, AIF, CPA, or an advanced degree
Proven record of meeting or exceeding revenue, retention, and relationship-management goals
Strong consultative, strategic-thinking, presentation, written communication, and interpersonal skills
Ability to work independently in an entrepreneurial environment while collaborating effectively across teams
Proficiency with Salesforce, Microsoft Outlook, Word, Excel, and PowerPoint
Comfort using CRM, analytics, and AI-enabled applications
Ability to accommodate occasional work outside normal business hours and travel as client or business needs require
Experience with market expansion and leveraging technology to enter new markets or enhance sales efforts
Proven track record of obtaining new clients and/or new revenue growth in the industry using technology and tech platforms
Demonstrated technology skills, including experience using CRM and AI applications

Benefits

Comp & perks

Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave, including for adoptive parents
Legal plan options
Pet insurance coverage