Retirement Plan Advisor | Consultative Sales & Growth

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

Benefits offered by this job

Annual Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Job summary

IMA Financial Group, Inc. is seeking a Retirement Plan Sales Consultant to identify prospects and tailor solutions, pursuing and selling services to retirement plan clients while maintaining ongoing service with Retirement Plan Managers.

The role requires a Bachelor's degree, 3+ years of retirement plan sales experience, FINRA Series 65, state licensure preference for life insurance, and strong MS Office skills. Moderate travel (25-50%) is expected, with a competitive salary and benefits package.

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 retirement plan industry preferred.
• Moderate travel required (25-50%).
• MS Office products required (PowerPoint, Outlook, Word, Excel).

Responsibilities

• Uses consultative sales approach to identify prospects and tailor solutions.
• Pursues and sells retirement plan services to prospects.
• Maintains client relationships with Retirement Plan Managers.
• Completes investment analysis and offers guidance on fund options.
• Provides strategic recommendations and plan enhancements.
• Works with investment team to ensure a consistent client experience.
• Develops relationships with internal and external referral sources.

Skills

Bachelor's degree

Sales experience

FINRA Series 65

Life Insurance Licenses

ERISA knowledge

Travel 25-50%

MS Office

Education

Bachelor's degree

FINRA Series 65

Tools

MS Office (PowerPoint)

PowerPoint

Outlook

Word

Excel

Life Insurance Licenses

Job description

IMA Financial Group, Inc. is seeking a Retirement Plan Sales Consultant to identify prospects and tailor solutions, pursuing and selling services to retirement plan clients while maintaining ongoing service with Retirement Plan Managers.

The role requires a Bachelor's degree, 3+ years of retirement plan sales experience, FINRA Series 65, state licensure preference for life insurance, and strong MS Office skills. Moderate travel (25-50%) is expected, with a competitive salary and benefits package.