Retirement Plan Advisor — Growth & Client Impact

IMA Financial Group, Inc.; Pittsburgh (Allegheny County); Presencial; USD 100 000 - 125 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Resumo da oferta

IMA Financial Group, Inc. is seeking a results-driven salesperson for retirement plan services in the United States. You will identify prospects, tailor solutions, and drive service for ongoing client relationships.

Responsibilities include investment analysis, vendor selection guidance, plan design optimization, and collaboration with retirement plan managers to ensure a consistent client experience. Travel 25-50% is anticipated.

Qualificações

• Bachelor's degree and 3+ years of sales in retirement plan services.
• FINRA Series 65 required.
• Life Insurance and Variable Contracts licenses preferred.
• Knowledge of ERISA laws and retirement plan industry preferred.
• Moderate travel 25-50%.

Responsabilidades

• Uses consultative sales to identify prospects and tailor solutions.
• Pursues and sells retirement plan services to prospects.
• Maintains client relationships and ongoing service with Retirement Plan Managers.
• Performs investment analysis and guides on fund options.
• Provides strategic plan enhancements and vendor/design guidance.
• Collaborates with investment team for consistent client experience.
• Develops relationships with internal and external referral sources.

Conhecimentos

Consultative sales

Client relationships

Mentorship

Diversity & inclusion

Formação académica

Bachelor's degree

FINRA Series 65

Life insurance license

ERISA knowledge

Ferramentas

MS Office (PowerPoint)

MS Office (Outlook)

MS Word

MS Excel

Descrição da oferta de emprego

IMA Financial Group, Inc. is seeking a results-driven salesperson for retirement plan services in the United States. You will identify prospects, tailor solutions, and drive service for ongoing client relationships.

Responsibilities include investment analysis, vendor selection guidance, plan design optimization, and collaboration with retirement plan managers to ensure a consistent client experience. Travel 25-50% is anticipated.