Retirement Plan Advisor: Consultative Growth & Success

IMA Financial Group, Inc.; New York (NY); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Job summary

IMA Financial Group, Inc. in New York, NY is seeking a seasoned sales professional to drive retirement plan services. You will engage prospects, tailor solutions, and manage ongoing client relations with a focus on ERISA compliance and fiduciary guidance.

The role requires 3+ years in retirement plan sales, a Series 65 license, and relevant licenses. Expect up to 50% travel and a comprehensive benefits package including 401(k) and medical plans.

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.

Responsibilities

• Supports and demonstrates IMA’s core values.
• Uses consultative sales approach to identify prospects and their needs, offering tailored solutions.
• Pursues and sells retirement plan services to prospects.
• Completes investment analysis of clients/prospects fund options and offers guidance.
• Works with retirement plan managers to provide a consistent client experience.
• Develops relationships with referral sources and internal teams.

Skills

Consultative sales

Client relationships

MS Office proficiency

Education

Bachelor's degree

FINRA Series 65

Life Insurance license

Tools

MS Office (PowerPoint, Outlook, Word, Excel)

Job description

IMA Financial Group, Inc. in New York, NY is seeking a seasoned sales professional to drive retirement plan services. You will engage prospects, tailor solutions, and manage ongoing client relations with a focus on ERISA compliance and fiduciary guidance.

The role requires 3+ years in retirement plan sales, a Series 65 license, and relevant licenses. Expect up to 50% travel and a comprehensive benefits package including 401(k) and medical plans.