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Retirement Plan Consultant

4 months ago

Cincinnati, United States Sentry Insurance Full time
At Sentry, we focus on the future and want to help you do the same Sentry has a team of Retirement Plan Consultants dedicated to educating individual customers and participants on the advantages of participating in a retirement plan and operating an efficient Plan.

What You'll Do

Lead group enrollments for assigned employer-sponsored retirement plans

Provide accurate and timely customer service to ensure a quality customer experience with a goal of customer retention

Meet with individual participants to educate them on why retirement planning is important

Conduct group education meetings to educate on the benefit of saving for retirement

Lead annual review process to educate the plan sponsor on fiduciary duties, assist with understanding compliance testing results, legislative issues and plan design enhancements.

What it Takes

Bachelors’ Degree or equivalent work experience

2-5 years of related work experience

Ability to speak, write and understand Spanish is strongly preferred

Poised public speaker with proven ability to engage and present to diverse audiences of all sizes

Currently licensed in life and health insurance products or the ability to obtain a license in a reasonable amount of time

Excellent verbal and written communication and organizational skills are required

Ability to meet the travel requirements of the job and maintain an acceptable motor vehicle record

Proficient knowledge and use of PC software applications such as PowerPoint, Excel and Word

What You'll Receive

At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.

Company Car with permitted personal use

401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.

Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program.

Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time Off.

Group Medical, Dental, Vision, Life Insurance, Parental Leave, and our Health and Wellness benefits to encourage a healthy lifestyle.

Well-being and Employee Assistance programs.

Sentry Foundation gift matching program to encourage charitable giving.

About Sentry

We take great pride in making Forbes’ list of America’s Best Midsize Employers since 2017. A lot of different factors go into that honor, many of which contribute to your job satisfaction.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority.

Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Get ready to own your future at Sentry. Opportunities await

Casey Van Der Geest

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.