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Retirement Business Advisor

3 months ago

Grand Forks, United States Alerus Full time
Position Summary:
Retirement Business Advisors are responsible for managing existing relationships and developing new opportunities with a primary focus on client retention. Business Advisors deliver comprehensive guidance to Alerus retirement clients by serving as their trusted primary point of contact. All Business Advisors assist clients in their selection of Alerus products by recommending appropriate Alerus solutions to ensure the client successfully achieves their retirement plan objectives and participant financial wellness goals. Business Advisors are expected to focus their time on developing new business with existing clients 20% and with 80% spent on client retention and personal development.

Essential Responsibilities:
Job Function 1: Client Consultation & Service - 70%

  • Effectively manage, analyze, and grow a portfolio of business clients to provide knowledgeable advanced solutions by delivering a high level of financial product expertise and support.
  • Learn client's retirement plan objectives and provide comprehensive guidance and planning utilizing the complete set of Alerus solutions.
  • Perform regular proactive relationship reviews based on complexity and product or service level on assigned portfolio.
  • Evaluate a client's business financial needs to determine and engage the appropriate service team to meet those needs including financial advisors, and product experts.
  • Update CRM software to capture client activity, schedule required follow-up actions, and effectively onboard clients.
  • Serve business clients' financial needs holistically across all Alerus solutions.
  • Work with a team of associates to ensure an excellent client experience.
  • Proactively employ/share technical knowledge of and experience with ERISA and retirement plan industry with clients.
  • Consistently stay apprised of all regulatory updates and consult with plan sponsors regarding potential enhancements/changes to their plan document.
  • Work with manager, peer group and internal network to expand knowledge on products, services and industry standards.
  • Apply advanced investment knowledge including understanding of markets, basic economic data, asset classes, models, CIFS and target date funds.
  • Be able to prepare and deliver non-fiduciary and fiduciary level review.
  • Employ and share knowledge regarding fiduciary responsibilities and best practices to plan sponsors and investment committees.
  • Proactively demonstrate ability to engage and interact with varying audience types including plan participants, plan sponsors, investment committees, and peer groups.
  • Display ability to present fluidly in any presentation context, including RFP/Resale scenarios.
  • Produce and review annual service plan data with client.
  • Conduct retention fee analysis and recommend fee changes.
  • Maintain ongoing communication with client influencers/decision makers to understand their goals/objectives and identify service concerns. Proactively and consistently present Alerus value proposition.
  • Provide and execute an education plan for retirement plan participants utilizing multiple delivery formats including on-site group meetings, individual meetings, webinars, print materials and recorded presentations.
Job Function 2: New Business & Client Development - 20%
  • Assist portfolio of business clients in identifying and selecting treasury management, lending 401(k) plans, ESOP, health and welfare, wealth management, insurance and other products and financial services by serving as the primary point of contact.
  • Proactively solicit new business opportunities with existing retirement clients through the relationship review process.
  • Consult with clients to identify Alerus products and services that would enhance the participant experience while simplifying the administrative processes.
  • Deliver solutions utilizing Alerus-approved sales process.
  • Actively represent Alerus in the marketplace by Utilize CRM software to track new opportunities and schedule prospecting follow-up communication.
Job Function 3: Professional & Personal Development - 10%
  • Maintain an expert level of knowledge encompassing the retirement services industry, stay current on trends that impact Alerus' relevancy in its competitive space.
  • Maintain an understanding of financial planning concepts including credit, depository products, investments, balance sheet management, protection planning, business planning, and liquidity planning.
  • Assume responsibility for career growth and development. Actively pursue continuing education, reading, and self-development to enhance skills.
  • Build solid working relationships with team members, acting as an expert resource for others, acting as a coach/mentor in the professional development of personal financial guides, business advisors, and associates.
Position Requirements:
Qualifications:
  • Bachelor's degree in Business, Finance or related field or equivalent work experience required.
  • Minimum 5 years of financial services experience.
  • Minimum two years related experience in retirement plan recordkeeping/administration with knowledge of IRS and Department of Labor regulations.
  • Professional designation related to the qualified plan industry required, i.e. QKA, CPC, RSA, etc.
  • Have an established plan to attain professional financial services accreditation(s) or equivalent advanced professional training i.e. CFP, CFA, CPA, CWS, MBA, ABA Commercial Lending School.
  • Demonstrated expertise in assessing a client's financial needs and making proactive recommendations.
  • Demonstrated ability to deliver solutions in a team-based approach.
  • Previous experience utilizing CRM software to track and manage sales opportunities.
  • Demonstrated record of proven sales ability and client service abilities.
  • Demonstrated ability to present to business leaders and executives.
  • Proven written and verbal communication skills.
  • Established interpersonal and negotiating skills.
  • Advanced math proficiency.
Personal Characteristics:
  • Self-motivated with demonstrated initiative, creativity and enthusiasm to develop sales strategy, prospects and client relationships.
  • Effective communication skills and willingness to work with a team.
  • Strong organizational and time management skills.
  • Ability to manage multiple phases of the sales process.
  • Passionate about serving clients to positively impact their financial wellness.
  • Proven problem-solver.
  • Ability to manage the stressful nature of the work and maintain professional composure, attitude, and behavior at all events.
Physical Demands - Must be met with or without a reasonable accommodation:
  • Extended periods of time at a desk and using office equipment.
  • Ability to operate a personal computer/laptop for approximately 8 hours per day.
  • Extended time is spent reviewing physical and electronic documents.
  • The employee is occasionally required to stand, walk, reach with arms and hands, climb or balance, and to stoop, kneel, crouch or crawl. Vision abilities required by this job include close vision.
  • Periodically, may also do light lifting of supplies and materials which weighs in at approximately 20 lbs.
  • Will spend most of time in an indoor environment.
  • Ability to travel as needed to other markets and locations.


Alerus Financial is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)