Retirement Plan Specialist
5 days ago
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.
- 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.
- 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).
-
Retirement Plan Specialist
5 days ago
Madison, Wisconsin, United States Empower Retirement Full timeAbout the RoleWe are seeking a highly skilled Retirement Plan Specialist to join our team at Empower Retirement. As a key member of our organization, you will play a critical role in helping individuals achieve their long-term financial goals.Key ResponsibilitiesDevelop Strategic Partnerships: Build and maintain strong relationships with key contacts in each...
-
Retirement Plan Specialist
5 days ago
Madison, Wisconsin, United States Empower Full timeJob SummaryEmpower is seeking a highly skilled Retirement Plan Specialist to join our team. As a key member of our organization, you will play a critical role in helping individuals achieve their long-term financial goals.About the RoleDevelop strategic partnerships with key contacts in each location and agencies within assigned territoryConduct Retirement...
-
Retirement Plan Specialist
5 days ago
Madison, Wisconsin, United States Empower Full timeAbout the RoleWe are seeking a highly skilled Retirement Plan Specialist to join our team at Empower. As a key member of our organization, you will play a critical role in helping individuals achieve their long-term financial goals.Key ResponsibilitiesDevelop Strategic Partnerships: Build and maintain strong relationships with key contacts in each location...
-
Retirement Planning Consultant
2 weeks ago
Madison, Wisconsin, United States Empower Full timeJob OverviewAdvance your career with a dynamic organizationAt Empower, we are dedicated to assisting individuals in achieving their long-term financial aspirations and offering personalized wealth management solutions. Every team member plays a vital role in enhancing the lives of those we serve. The satisfaction derived from this role is unparalleled, and...
-
Senior Consultant
3 days ago
Madison, Wisconsin, United States Wolters Kluwer N.V. Full timeWolters Kluwer N.V. is a leading provider of software solutions for the retirement service industry. Our document product line serves approximately 100,000 plans, offering a wide range of retirement plan documents and welfare benefits solutions. As a Senior Consultant, you will be part of a team that provides expert support and guidance to our clients,...
-
401(k) Plan Support Specialist
2 weeks ago
Madison, Wisconsin, United States Sentry Full timeSentry has been dedicated to assisting individuals and businesses in securing their financial futures since 1904. We are currently seeking a qualified candidate for the role of 401(k) Plan Support Specialist. In this role, you will offer expert knowledge and assistance during the sales process of 401(k) products, aiming to enhance growth, retention, and...
-
Financial Planning Specialist
7 days ago
Madison, Wisconsin, United States BMO Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at BMO. As a key member of our Wealth Sales & Service team, you will be responsible for providing exceptional client service and delivering holistic advice and solutions to our high net worth clients.Key ResponsibilitiesDevelop and execute business...
-
401(k) Plan Support Specialist
2 weeks ago
Madison, Wisconsin, United States Sentry Full timeAbout the RoleAs a Retirement Solutions Analyst, you will leverage your expertise to provide essential support during the sales process of 401(k) products, contributing to the growth and retention strategies of Sentry.Your ResponsibilitiesIn this role, you will be instrumental in assisting our sales teams with the promotion of our 401(k) offerings. Your key...
-
Facility Care Specialist
1 week ago
Madison, Wisconsin, United States Retirement Housing Foundation Full timeJob Overview:The Retirement Housing Foundation is seeking a dedicated individual to join our team as a Building Maintenance Attendant. This role is essential in ensuring a clean and welcoming environment for our residents.Key Responsibilities:Maintain the cleanliness and orderliness of shared spaces within the facility, including entryways, corridors,...
-
Event Planning Specialist
7 days ago
Madison, Wisconsin, United States Michaels Full timeJob SummaryWe are seeking a highly motivated and organized individual to join our team as a Retail Store Events Coordinator. As a key member of our store team, you will be responsible for planning, coordinating, and facilitating events within our store to provide a stress-free, fun, and engaging experience for our guests.Key ResponsibilitiesEvent...
-
Practical Nursing Specialist
2 weeks ago
Madison, Wisconsin, United States Madison Health and Rehabilitation Center Full timeJoin Our Compassionate Team as a Practical Nursing SpecialistAt Madison Health and Rehabilitation Center, we pride ourselves on being a 60-bed Skilled Nursing Facility that provides both private and semi-private accommodations. Our facility is dedicated to delivering a comprehensive array of amenities and services, focusing on both short-term rehabilitation...
-
Power Supply Planning Specialist
2 weeks ago
Madison, Wisconsin, United States Madison Gas and Electric Company Full timeJOB OVERVIEW Madison Gas and Electric Company is seeking a skilled professional to fill the role of a Generation and Transmission Planning Engineer. This position is crucial for delivering technical insights and coordinating projects within the Generation and Transmission Planning Department. The successful candidate will engage in the planning,...
-
Power Supply Planning Specialist
1 week ago
Madison, Wisconsin, United States Madison Gas and Electric Company Full timeJOB OVERVIEW We are seeking a skilled professional to take on the role of Generation and Transmission Planning Engineer at Madison Gas and Electric Company. This position is crucial for delivering technical knowledge and coordinating projects within the Generation and Transmission Planning Division. The successful candidate will be tasked with...
-
Radiology Imaging Specialist
2 days ago
Madison, Wisconsin, United States Cross Country Allied Full timeJob Title: Radiology Imaging SpecialistCross Country Allied is seeking a skilled Radiology Imaging Specialist for a travel job in a reputable healthcare facility.Job SummaryWe are looking for a highly motivated and experienced Radiology Imaging Specialist to join our team. As a Radiology Imaging Specialist, you will be responsible for taking medical images...
-
Traveling Echocardiography Specialist
2 weeks ago
Madison, Wisconsin, United States Assured Nursing Full timeAssured Nursing is currently in search of a traveling Echocardiography Specialist for a contract role.Position Overview & RequirementsSpecialty: EchocardiographyDiscipline: Allied Health ProfessionalDuration: 13 weeks40 hours per weekShift: 8 hours, daytimeEmployment Type: TravelThe ideal candidate will hold a valid state license as an Echocardiography...
-
Travel Nurse ICU Specialist
5 days ago
Madison, Wisconsin, United States Voyage Healthcare Full timeJob Title: Travel Nurse ICU SpecialistVoyage Healthcare is seeking a skilled Travel Nurse ICU Specialist to join our team.Job Summary:We are looking for a highly motivated and experienced Travel Nurse ICU Specialist to provide high-quality patient care in a fast-paced Intensive Care Unit environment.Responsibilities:Provide direct patient care to critically...
-
Power Supply Planning Specialist
1 week ago
Madison, Wisconsin, United States Madison Gas and Electric Company Full timeJOB DESCRIPTION We are seeking a skilled professional to take on the role of Generation and Transmission Planning Engineer at Madison Gas and Electric Company. This position requires providing specialized knowledge and project management to facilitate initiatives within the Generation and Transmission Planning Department. The successful candidate will...
-
Diagnostic Imaging Specialist
1 week ago
Madison, Wisconsin, United States Advantis Medical, Inc. Full timeJob SummaryAdvantis Medical, Inc. is seeking a skilled Diagnostic Imaging Specialist to join our team in a travel position at a leading healthcare facility in Madison, Wisconsin.Job ResponsibilitiesPerform high-quality echocardiogram procedures to diagnose and monitor cardiac conditions.Operate and maintain advanced imaging equipment, ensuring optimal...
-
Agricultural Finance Specialist
2 weeks ago
Madison, Wisconsin, United States Gpac Full timeJoin Our Team as an Agricultural Finance SpecialistGpac, a well-established semi-regional financial institution, is on the lookout for a skilled Agricultural Finance Specialist to enhance our lending team. This role is set in a welcoming small-town atmosphere, providing a unique opportunity to engage with the agricultural community. The ideal candidate will...
-
Travel Interventional Radiology Specialist
2 weeks ago
Madison, Wisconsin, United States Triage Staffing LLC Full timeJob Title: Travel Interventional Radiology SpecialistJob Summary:Triage Staffing LLC is seeking a skilled Travel Interventional Radiology Specialist to join our team. As a Travel Interventional Radiology Specialist, you will be responsible for providing high-quality patient care in a variety of settings.Responsibilities:Provide interventional radiology...