Retirement Plan Advisor

IMA Financial Group, Inc.; Denver (CO); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Paid Time Off

Flexible Work Options

HSA

Well-Being Stipend

Job summary

IMA Financial Group, Inc. in Denver, CO seeks an experienced retirement plan sales professional to drive new business and advise clients on plan design and eligibility.

You will partner with Retirement Plan Managers to deliver tailored solutions while upholding IMA's core values. This role requires a bachelor's degree and 3+ years of sales in retirement plan services, FINRA Series 65, ERISA knowledge, and licenses; travel up to 50%; proficiency in MS Office.

Qualifications

• Bachelor's degree and 3+ years’ sales experience in 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%).
• MS Office products required (PowerPoint, Outlook, Word, Excel).

Responsibilities

• Producing/advising supports and demonstrates IMA's core values, and understands diversity, equity, and inclusion among all associates.
• Uses consultative sales approach to identify prospects and needs, and offers tailored solutions.
• Pursues and sells retirement plan services to prospects.
• Solidifies client relationships and maintains ongoing service with Retirement Plan Managers.
• Completes investment analysis and offers guidance based on IMA Wealth’s list.
• Under moderate guidance, provides strategic recommendations and plan enhancements.
• Works with investment team and retirement plan managers to provide a consistent client experience.
• Develops and maintains relationships with internal and external referral sources.

Skills

Consultative selling

Client relationships

ERISA knowledge

Microsoft Office

Education

Bachelor's degree

FINRA Series 65

Licenses: Life Insurance

Job description

Essential job responsibilities

• Producing/Advising 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)

The anticipated posting timeline for this opportunity is 8/18/2026-9/18/2026.

Salary Range

$100,000 — $125,000 USD

Compensation & Benefits

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life.

This role is eligible for the following:

• 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

In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate’s geographic location, prior relevant experience, and their knowledge, skills, and abilities. *These benefits do not apply to internship roles.

Why Join IMA?

We’ve built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It’s this unique ownership business model that makes working at IMA so appealing. 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. And as an independent company based in the Midwest, we’re big enough to write business all over the world and small enough to implement your ideas quickly. We are recognized nationally as a leader in our industry.

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance


• 2023 Inc. Magazine’s Best Workplaces


• 2023 Denver Business Journal’s Best Places to Work


• 2022-2023 Connecticut Top Work Places


• 2021-2023 Inc. 5000’s List of Fastest Growing Companies


• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies


• 2022-2023 Kansas City Business Journal’s Best Places to Work


• 2021-2023 Charlotte Business Journal’s Best Places to Work


• 2021-2023 Los Angeles Business Journal’s Best Places to Work


• 2021-2023 The Salt Lake City Tribune Top Work Places


• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces


• 2021-2022 Wichita Business Journal’s Best Places to Work, #1 in extra-large category


• 2021 Dallas Business Journal’s Best Places to Work


• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska

Additional Information

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

Equal Employment Opportunities

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.