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401(k) Plan Support Specialist

2 months ago

Madison, Wisconsin, United States Sentry Full time

About the Role
As 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 Responsibilities
In this role, you will be instrumental in assisting our sales teams with the promotion of our 401(k) offerings. Your key duties will include:

  • Serving as a primary resource for sales teams and management, addressing inquiries related to product offerings and marketing initiatives.
  • Facilitating the sale of 401(k) and group insurance products through phone consultations and informative training sessions.
  • Generating and evaluating reports that reflect pre-sale and post-sale activities to enhance our sales strategies and improve customer satisfaction.
  • Providing detailed information on investment options, product specifications, and plan design to support new sales initiatives.

Qualifications
The ideal candidate will possess:

  • A Bachelor’s Degree or equivalent professional experience.
  • A minimum of 2 years in 401(k) sales or related support roles.
  • In-depth knowledge of qualified retirement plans and group benefit insurance products.
  • Familiarity with investment principles related to retirement plans.
  • Proficiency in Microsoft PowerPoint and Excel.
  • Relevant industry certifications such as CPFA, QPFC, QKA, ARPC, AIF, AIFA, CIMA, or CFP are advantageous.
  • Exceptional interpersonal, communication, and presentation skills.
  • Strong analytical skills to identify and implement efficient workflow processes.

What We Offer
At Sentry, we provide a comprehensive rewards package that extends beyond competitive salaries. Benefits include:

  • A flexible Hybrid work model, allowing for remote work on select days.
  • A generous Paid-Time Off plan to support work-life balance.
  • A robust 401(K) plan with a dollar-for-dollar match on contributions up to eight percent, along with immediate vesting.
  • Group Medical, Dental, Vision, and Life insurance to promote a healthy lifestyle.
  • Access to extensive Work-Life Resources for additional support.
  • A gift matching program through the Sentry Foundation to encourage charitable contributions.
  • Opportunities for continued education and professional development through Sentry University.

About Sentry
We take pride in our recognition as one of America's Best Midsize Employers, reflecting our commitment to employee satisfaction. Since our inception in 1904, we have built a strong reputation as one of the largest and financially stable mutual insurance companies in the U.S., rated A+ by A.M. Best.

Our diverse work environment fosters professional growth and development across various fields, including sales, claims, information technology, and marketing. Prepare to take charge of your future with Sentry, where opportunities for advancement await.