Retirement Plan Producer (Acrisure Investment Advisory Solutions)



Burlington, VT, USA
Posted on Wednesday, August 16, 2023

Job Title: Retirement Plan Producer

Department/Agency: Acrisure Investment Advisory Solutions

Location: Burlington, VT

Job Summary:

The primary role of the Retirement Plan Producer is to develop new client relationships and grow the business. This position requires a broad and deep understanding of investment management practices and 401(k) / 403(b) retirement plans. The Retirement Plan Producer actively markets to businesses with between 20 and 2000 employees. The ideal candidate will be able to operate in an autonomous and entrepreneurial environment while maintaining a sales-centered focus.
Retirement Plan Producers are team players and methodical business builders with experience and expertise as trusted Producers serving the sophisticated needs of companies and institutions. The position requires an exceptional understanding of the full range of investment expertise in investment management and related products, services, and processes related to the qualified retirement plan industry.


  • Develop leads and referrals from current clients and outside contacts; solicit requests for proposals where appropriate.

  • Responsible for preparing and executing a business development plan.

  • Prepare and present sales materials to prospective clients.

  • Maintain internal contact management database and monitor frequency of client and prospect contact.

  • Foster open communication with colleagues.

  • Provide strategic input to the Retirement Solutions division

  • Responsible for team initiatives, including participation in joint prospect and client meetings and responding to inquiries as appropriate.


  • Bachelor's degree preferred.

  • Minimum of five (5) years of sales, investment, and portfolio management experience required.

  • Minimum of five (5) years of qualified retirement plan experience required.

  • Professional designation is highly encouraged (i.e., advanced degree, CPA, CFP, QKA, QFPC, PPA, CPFA C(k)P, AIF, etc.)

  • Series 65 Investment Producer Representatives (IARs) license required, or equivalent.

  • Leadership experience preferred.

  • Strong, successful track record that consistently meets or exceeds goals.

  • Ability to foster teamwork and motivate colleagues required.

  • Client-centered focus with excellent strategic thinking ability and consultative skills

  • Proficiency in Microsoft Office products (Microsoft Word, Excel, and PowerPoint) required.

  • Demonstrated experience in effective account / relationship management required.

  • Excellent verbal and written communication and interpersonal skills required.

  • Enthusiastic and positive energy demeanor

  • Ability to accommodate work outside normal business hours required

  • Ability to travel as client or business needs required

  • Tailor plan proposals and plan designs to benefit the needs of the employer and the participants by highlighting cost savings, tax benefits, and explaining investment funds and fees.

  • Demonstrate proficiency using and Microsoft Outlook to stay connected with clients, streamline processes, and organize data.


  • Account management

  • Relationship building

  • Industry knowledge & Expertise

  • Presentation skills

  • Entrepreneurial spirit

Acrisure is committed to employing a diverse workforce. All applicants will be considered for employment without attention to race, color, religion, age, sex, sexual orientation, gender identity, national origin, veteran, or disability status. California residents can learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy available at

Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.

To Executive Search Firms & Staffing Agencies: Acrisure does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Acrisure’s property, and Acrisure will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Acrisure’s Human Resources Talent Department.