Senior Retirement Plan Manager

7 days ago


Wichita, Kansas, United States IMA Financial Group Full time
Job Summary

We are seeking a highly skilled Senior Retirement Plan Manager to join our team at IMA Financial Group. As a key member of our team, you will be responsible for managing existing client relationships, processing client requests, and ensuring key client information is up-to-date.

Key Responsibilities
  • Manage client relationships with moderate guidance, processing client requests and resolving inquiries.
  • Schedule, prepare for, and facilitate presentations, including enrollment meetings, financial education meetings, and plan reviews.
  • Work with Retirement Plan Advisors to provide strategic recommendations and implementation of plan enhancements.
  • Demonstrate knowledge of ERISA laws and guidelines for the retirement plan industry.
  • Drive client retention through annual plan reviews and proactive client contact.
  • Promote new products and services to plan sponsors.
  • Engage in available training and educational opportunities to stay current on industry trends and internal policies.
  • Support and demonstrate IMA's core values and understand the importance of diversity, equity, and inclusion.
Requirements
  • Bachelor's degree required.
  • 7+ years of related experience in the retirement plan industry required.
  • Life Insurance and Variable Contracts licenses required within 30-90 days of hire.
  • FINRA Series 7 & 66 licenses strongly preferred.
  • AIF designation preferred.
  • Limited travel required (less than 25%).
  • Intermediate MS Office products required.
Benefits

As a member of our team, you will be eligible for our valuable benefits and rewards package, including an annual performance bonus, stock purchase, medical plans, and more.

We offer a competitive salary range of $92,000-$126,000 USD, depending on your location, experience, and qualifications.



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