Retirement Plan Consultant
About the role
Retirement Plan Consultants at Sentry are dedicated to educating individual customers and participants on the advantages of participating in a retirement plan and operating an efficient plan. They work with the sales team to provide exceptional service to both individual customers and participants.
Responsibilities
- 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 benefits of saving for retirement
- Lead annual review processes to educate plan sponsors on fiduciary duties, assist with understanding compliance testing results, legislative issues, and plan design enhancements
Requirements
- Bachelor’s degree or equivalent work experience
- 2-5 years of related work experience
- Poised public speaker with proven ability to engage and present to diverse audiences of all sizes
- Excellent verbal and written communication and organizational skills
- 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
Qualifications
- Ability to speak, write and understand Spanish is strongly preferred
- Licensed in life and health insurance products or the ability to obtain a license in a reasonable amount of time
Benefits
- Company vehicle with permitted personal use
- 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting
- Sentry University (SentryU) for continued education and career development
- Tuition reimbursement program
- Generous Paid-Time Off plan
- Group Medical, Dental, Vision, Life Insurance, Parental Leave, and Health and Wellness benefits
- Well-being and Employee Assistance programs
- Sentry Foundation gift matching program for charitable giving
About Sentry
Sentry takes great pride in being recognized as America’s Best Midsize Employers by Forbes since 2017. Our commitment to success and protection of futures is built on a long history of success, dating back to 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 throughout the country. We offer a rewarding and challenging work environment with opportunities for ongoing professional development and growth.