Retirement Plan Advisor - Flexible Work Options & Ownership

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

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Flexible Work Options

Paid Time Off

Paid Holidays

Well-Being Stipend

Personal & Professional Development

Job summary

IMA Financial Group, Inc. is seeking a driven sales professional in Newton, MA to advise and sell retirement plan services. You will identify prospects, tailor solutions, and drive service delivery with Retirement Plan Managers while expanding client relationships and overseeing investment analysis.

The role emphasizes consultative selling, knowledge of ERISA, and licensing requirements; travel is moderate, with a strong benefits package and growth opportunities within IMA Wealth.

Qualifications

• 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 (PowerPoint, Outlook, Word, and Excel).

Responsibilities

• 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 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
• 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

Skills

Consultative selling

Prospecting

Client relationships

MS Office (PowerPoint)

MS Office (Outlook)

MS Office (Word)

MS Office (Excel)

Education

Bachelor's degree

Tools

FINRA 65

Job description

IMA Financial Group, Inc. is seeking a driven sales professional in Newton, MA to advise and sell retirement plan services. You will identify prospects, tailor solutions, and drive service delivery with Retirement Plan Managers while expanding client relationships and overseeing investment analysis.

The role emphasizes consultative selling, knowledge of ERISA, and licensing requirements; travel is moderate, with a strong benefits package and growth opportunities within IMA Wealth.