Retirement Plan Specialist

5 days ago


Madison, Wisconsin, United States Sentry Full time
About the Role

Sentry is seeking a highly skilled Retirement Plan Analyst to join our team. As a key member of our sales support team, you will play a critical role in assisting our sales producers with the sales of our 401(k) products.

Key Responsibilities
  • Act as a primary contact for our team of sales producers and management to answer questions regarding products and sales/marketing programs.
  • Assist in the sale of 401(k) and group products primarily through phone consultations and training presentations.
  • Create and analyze reports reflecting pre-sale and post-sale efforts in the field to enhance our initiatives to promote future sales and enhance our overall customer experience.
  • Provide resource information on investment options, product information, and plan design to the field on individual cases to assist in new 401(k) and group sales.
Requirements
  • Bachelor's Degree or equivalent work experience.
  • 2+ years of related 401(k) sales or sales support experience.
  • Knowledge of qualified retirement plan and group benefit insurance products.
  • Familiarity with retirement plan investment principles.
  • Proficient with working in Microsoft Power Point and Excel.
  • Industry coursework such as CPFA, QPFC, QKA, ARPC, AIF, AIFA, CIMA or CFP beneficial.
  • Highly effective interpersonal, communication, and presentation skills.
  • Strong analytical ability to identify and introduce efficient workflow methods.
What We Offer
  • A competitive compensation package.
  • A generous Paid-Time Off plan.
  • A 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting.
  • Group Medical, Dental, Vision and Life insurance.
  • Extensive Work-Life Resources.
  • Sentry Foundation gift matching program.
  • Continued education and career development through Sentry University (SentryU).


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