The Baldwin GroupHiring

Retirement Consultant

  • Remote, United States
  • Mid-level
  • Posted 9 days ago
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In one line

Retirement Consultant is a mid-level remote role in the United States at an insurance brokerage firm.

About the role

Managing and growing a book of retirement plan business. Client satisfaction, plan reviews, and participant education are central.

At a glance

Pay
Not stated in the posting
Remote scope
Remote, United States
Seniority
Mid-level
Skills
Series 65, Salesforce, RPAG, Redtail, Microsoft Office
Posted
20 Oct 2026
Last checked
27 Oct 2026

What you will do

  • Build and maintain relationships with retirement plan sponsors to ensure satisfaction and retention.
  • Deliver plan review meetings and participant education seminars, in person or virtual.
  • Achieve service, growth, and retention goals for the assigned book of business.
  • Keep CRM updated with client information in real time.
  • Ensure compliance with company guidelines and regulatory policies.

What they look for

  • Series 65 and state insurance license, or ability to obtain within 90 days.
  • Bachelor's degree.
  • 3-5 years of advisory, client management, or plan management experience.
  • Advanced proficiency in Microsoft Office Suite.
  • Experience with Salesforce, RPAG, Redtail, and Microsoft Teams.

Nice to have

  • CPFA, AIF, QKA, CFP, or CFA certification.

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Connector URL
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Muse

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Questions about this job

Can I do this job remotely, and from which countries?

Yes, it is listed as remote, aimed at candidates in the United States.

What does this job pay?

The posting does not state a salary, so there is no figure to quote.

What experience is needed?

It is a mid-level role. The posting asks for: series 65 and state insurance license, or ability to obtain within 90 days; bachelor's degree; 3-5 years of advisory, client management, or plan management experience. Skills it names include Series 65, Salesforce, RPAG, Redtail.

How do I apply with Keywordise AI?

Select Apply with Keywordise AI, sign up and upload your CV. Keywordise writes a CV and a cover letter for this job from your real experience and applies for you. The 7-day free trial needs no card.

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The Baldwin GroupRemote, United States
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