Retirement Plan Advisor: Growth, Impact, Flexible Work

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

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

401(k)

Job summary

IMA Financial Group, Inc. in Bellevue, WA seeks an experienced sales professional focused on retirement plan services and client solutions. You will identify prospects, tailor retirement plan offerings, and build strong client relationships in collaboration with Retirement Plan Managers.

The role requires a bachelor's degree and 3+ years in retirement plan sales, with FINRA 65 and ERISA knowledge. Travel up to 50% and MS Office proficiency are expected.

Qualifications

• Bachelor's degree required.
• 3+ years’ sales experience in retirement plan services preferred.
• 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

• 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.

Skills

Consultative sales

Client relationships

Diversity & inclusion

Prospect identification

Education

Bachelor's degree

Tools

MS Office (PowerPoint, Outlook, Word, Excel)

Job description

IMA Financial Group, Inc. in Bellevue, WA seeks an experienced sales professional focused on retirement plan services and client solutions. You will identify prospects, tailor retirement plan offerings, and build strong client relationships in collaboration with Retirement Plan Managers.

The role requires a bachelor's degree and 3+ years in retirement plan sales, with FINRA 65 and ERISA knowledge. Travel up to 50% and MS Office proficiency are expected.