Retirement Plan Advisor

Essential job responsibilities

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Uses consultative sales approach to identify prospects and their needs, and offer tailored solutions
• Pursues and sells our services to retirement plan prospects
• Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with Retirement Plan Managers
• Completes investment analysis of clients/prospects fund options and offers guidance based on IMA Wealth’s best in class list
• Under moderate guidance, provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, compliance oversight, and investment due diligence
• Works collaboratively with the investment team and retirement plan managers to provide a consistent client experience
• Develops and maintains effective working relationships with internal and external referral sources

People Management

• Manages the work of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
• Facilitates team meetings, communicating division information
• Participates in the hiring process for direct reports as well as additional department hires
• Serves as a mentor and coach for members of the team as needed
• Provides feedback to Advisory Services team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met

Required Experience and Skills

• Bachelor's degree and 3+ years’ sales experience in the retirement plan services
• FINRA Series 65 required (additional licensing may be needed)
• Life Insurance and Variable Contracts licenses preferred
• Knowledge of ERISA laws and the retirement plan industry preferred
• Moderate travel required (25-50%)
• Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)

Compensation & Benefits

• Annual Performance Bonus
• Stock Purchase
• Medical Plans
• Prescription Drugs
• Dental
• Vision
• Family Assistance Program
• FSA
• HSA
• Pre-Tax Parking Plan
• 401(k)
• Life/AD&D
• Accident
• Critical Illness
• Hospital Indemnity
• Long Term Care
• Short-term Disability
• Long-term Disability
• Business Travel Accident
• Identity Theft
• Paid Time Off
• Flexible Work Options
• Paid Holidays
• Sabbatical
• Gift Matching
• Well-Being Stipend
• Personal and Professional Development

Why Join IMA?

• We’ve built a reputation for putting our associates first
• We work in teams. We sell in teams. We win and prosper as a team
• We provide support systems and resources that enable each of our associates to focus on what they do best
• We are recognized nationally as a leader in our industry

Application Information

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