Retirement Plan Advisor — Growth & Team Impact

IMA Financial Group, Inc.; Salt Lake City (UT); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Gift Matching

Job summary

IMA Financial Group, Inc. in Salt Lake City seeks an experienced sales professional to drive retirement plan services.

You will use a consultative approach to identify prospects and their needs, offering tailored solutions and building lasting client relationships with retirement plan managers. The role requires a Bachelor’s degree and 3+ years of retirement plan sales, FINRA Series 65, and Life Insurance licenses.

Qualifications

• Bachelor’s degree and 3+ years of retirement plan sales experience.
• FINRA Series 65 required; 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.
• Uses consultative sales to identify prospects and needs, offering tailored solutions.
• Pursues and sells retirement plan services to prospects.
• Maintains strong client relationships with Retirement Plan Managers.
• Performs investment analysis and guides plan selections and due diligence.
• Collaborates with investment team for a consistent client experience.

Skills

Consultative selling

Client relationship management

Team collaboration

Sales pipeline management

MS Office proficient

Education

Bachelor’s degree

FINRA Series 65

Tools

PowerPoint

Outlook

Word

Excel

Job description

IMA Financial Group, Inc. in Salt Lake City seeks an experienced sales professional to drive retirement plan services.

You will use a consultative approach to identify prospects and their needs, offering tailored solutions and building lasting client relationships with retirement plan managers. The role requires a Bachelor’s degree and 3+ years of retirement plan sales, FINRA Series 65, and Life Insurance licenses.