Retirement Plan Analyst

This position can be filled as a Retirement Plan Analyst or Senior Retirement Plan Analyst based on the selected candidate’s related skills and experience. It is located at our office in Stevens Point, WI or Madison, WI in a hybrid work model and is not a fully remote opportunity.

About the role

You will provide technical knowledge and support during the sales of 401(k) products to achieve growth, retention, and profitability among Sentry Direct Writer sales producers.

Responsibilities

• Provide project coordination and support, including tracking and coordination of various projects and initiatives to ensure on-time and in-scope delivery of assigned projects.
• Deliver department-level projects or assist with cross-department projects, typically involving multiple teams across IT functions or business areas.
• Communicate product updates, progress, and challenges to stakeholders at all levels.
• Conduct market research, competitive analysis, and customer feedback analysis to identify new product opportunities and enhancements.
• Monitor product performance, analyze key metrics, and iterate on products to achieve business goals.
• Act as a primary contact for sales producers and management to answer questions regarding products and sales/marketing programs.
• Create and analyze reports reflecting pre-sale and post-sale efforts to enhance initiatives and improve customer experience.
• Provide resource information on investment options, product details, and plan design to assist in new 401(k) and group sales.
• Develop pre-sale analysis in support of generating new business.
• Engage retirement plan participants to assist in the completion of rollover requests.

Requirements

• Bachelor’s Degree or equivalent work experience.
• 2-5+ years of related 401(k) industry experience.
• Experience and knowledge in retirement product development, project management, and strategic project leadership.
• Experience and knowledge in the marketing of group and 401(k) products, business-to-business communications, and sales cycles.
• Industry coursework such as CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, or CFP is beneficial.
• Knowledge of qualified retirement plan and group benefit insurance products.
• Proficient with Microsoft PowerPoint and Excel.
• Highly effective interpersonal, communication, and presentation skills.

Benefits

• Hybrid work model: Monday and Friday work from home, Tuesday through Thursday in-office.
• In-office workspace and materials for your home office, including a laptop and equipment provided prior to your start.
• Meal subsidy available for associates who report to an office.
• 401(k) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting.
• Tuition reimbursement and career development through Sentry University (SentryU).
• Generous Paid-Time Off plan, including Volunteer-Time Off.
• Group Medical, Dental, Vision, Life insurance, and Parental leave.
• Health and Wellness benefits, including well-being and Employee Assistance programs.
• Sentry Foundation gift matching program to encourage charitable giving.

About Sentry

Sentry is recognized on Forbes’ list of America’s Best Midsize Employers. Founded in 1904, we are one of the largest and financially strongest mutual insurance companies in the United States, rated A+ by A.M. Best. Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. We offer a rewarding and challenging work environment with opportunities for ongoing professional development and growth.