Retirement Plan Advisor — Strategic Client Solutions

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

Vision

401(k)

Paid Time Off

Flexible Work Options

Job summary

IMA Financial Group, Inc. in Bellevue, WA is seeking a dynamic senior sales professional to grow our retirement plan services portfolio.

You will use a consultative approach to identify client needs and present tailored solutions, while collaborating with Investment Team and Retirement Plan Managers to ensure a consistent client experience. With a Bachelor's degree and 3+ years of retirement plan sales, you will navigate ERISA knowledge, FINRA 65, and licenses, travel 25-50%, and leverage MS

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

Responsibilities

• Supports and demonstrates IMA’s core values.
• Use consultative sales approach to identify prospects and needs, and offer tailored solutions.
• Pursues and sells retirement plan services to prospects.
• Solidifies client relationships and maintains ongoing client service with Retirement Plan Managers.
• Completes investment analysis of clients/prospects fund options and offers guidance.
• Provides strategic recommendations and plan enhancements with vendor selection & conversions, plan design optimization, compliance oversight, and investment due diligence.
• Works with the investment team and retirement plan managers to ensure a consistent client experience.
• Develops and maintains relationships with internal and external referral sources.

Skills

Sales experience

FINRA Series 65

Travel readiness

MS Office proficiency

Education

Bachelor's degree

Tools

MS Office

Job description

IMA Financial Group, Inc. in Bellevue, WA is seeking a dynamic senior sales professional to grow our retirement plan services portfolio.

You will use a consultative approach to identify client needs and present tailored solutions, while collaborating with Investment Team and Retirement Plan Managers to ensure a consistent client experience. With a Bachelor's degree and 3+ years of retirement plan sales, you will navigate ERISA knowledge, FINRA 65, and licenses, travel 25-50%, and leverage MS