Hybrid 401(k) Product & Project Leader

Sentry Insurance; El Paso (TX); Hybrid; USD 62,000 - 102,000; Full time

Benefits offered by this job

Hybrid flexibility

Tuition reimbursement

Comprehensive benefits

Paid time off

Job summary

In this role at Sentry Insurance, 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. The position is hybrid and located at multiple offices, including El Paso, TX, with not a fully remote arrangement.

As a Retirement Plan Project Manager, you will leverage your retirement plan knowledge in developing and marketing 401(k) products, coordinating projects across teams, and

Qualifications

• Bachelor's Degree or equivalent work experience.
• 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 cycle beneficial.
• Industry coursework such as CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, or CFP beneficial.
• Knowledge of qualified retirement plan and group benefit insurance products.
• Proficient with working in Microsoft Power Point and Excel.
• Highly effective interpersonal, communication, and presentation skills.

Responsibilities

• Provide project coordination and support including tracking and coordination of projects to ensure on-time delivery.
• Deliver department level projects or assist with cross-department projects 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.
• Monitor product performance, analyze key metrics, and iterate on products to achieve business goals.

Skills

Retirement product development

Project management

Strategic project leadership

Marketing of 401(k) products

B2B communications

CAPM PMP QPFC CPFA QKA ARPC AIF AIFA

Microsoft PowerPoint

Microsoft Excel

Education

Bachelor's Degree or equivalent work experience

Tools

Microsoft PowerPoint

Excel

Job description

In this role at Sentry Insurance, 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. The position is hybrid and located at multiple offices, including El Paso, TX, with not a fully remote arrangement.

As a Retirement Plan Project Manager, you will leverage your retirement plan knowledge in developing and marketing 401(k) products, coordinating projects across teams, and