Retirement Plan Consultant

Sentry

  • Denver, CO
  • 2 days ago

    Highlights

    What You'll DoLead group enrollments for assigned employer-sponsored retirement plansProvide accurate and timely customer service to ensure a quality customer experience with a goal of customer retentionMeet with individual participants to educate them on why retirement planning is importantConduct group education meetings to educate on the benefit of saving for retirementLead annual review process to educate the plan sponsor on fiduciary duties, assist with understanding compliance testing results, legislative issues, and plan design enhancements. Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan.

    Numbers & Facts

    LocationDenver, CO

    Description

    Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan. At Sentry, we focus on the future and want to help you do the same! Retirement Plan Consultants work with our sales team to provide the best service to both individual customer and participants.What You'll DoLead group enrollments for assigned employer-sponsored retirement plansProvide accurate and timely customer service to ensure a quality customer experience with a goal of customer retentionMeet with individual participants to educate them on why retirement planning is importantConduct group education meetings to educate on the benefit of saving for retirementLead 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 TakesBachelors' Degree or equivalent work experience2-5 years of related work experienceAbility to speak, write and understand Spanish is strongly preferredPoised public speaker with proven ability to engage and present to diverse audiences of all sizesCurrently licensed in life and health insurance products or the ability to obtain a license in a reasonable amount of timeExcellent verbal and written communication and organizational skills are requiredAbility to meet the travel requirements of the job and maintain an acceptable motor vehicle recordProficient knowledge and use of PC software applications such as PowerPoint, Excel, and WordWhat You'll ReceiveCompany vehicle with permitted personal use401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vestingContinue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement programGenerous Paid-Time Off and Volunteer-Time OffGroup Medical, Dental, Vision, Life Insurance, Parental Leave, and Health and Wellness benefitsWell-being and Employee Assistance programsSentry Foundation gift matching programAbout SentryWe take pride in making Forbes' list of America's Best Midsize Employers since 2017. Our headquarters is in Stevens Point, Wisconsin, with offices across the United States. We're one of the largest and financially strongest mutual insurance companies in the United States and are rated A+ by A.M. Best.Get ready to own your future at Sentry. Opportunities await!Casey Van Der GeestCasey.VanDerGeest@sentry.comEqual Employment OpportunitySentry 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.#J-18808-Ljbffr

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