Retirement Plan Advisor & Team Leader

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

Benefits offered by this job

Annual Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Paid Time Off

Job summary

IMA Financial Group, Inc. in Utah seeks a senior sales professional to drive growth in retirement plan services. You will identify prospects, tailor solution offerings, and manage ongoing client relationships with Retirement Plan Managers to ensure service excellence.

The role requires a Bachelor's degree, 3+ years in retirement plan sales, FINRA Series 65, and state-of-the-art MS Office skills. Occasional travel (25-50%) is expected, with a competitive benefits package.

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 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 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 selling

Retirement plan knowledge

Client relationship management

Travel 25-50%

Education

Bachelor's degree

Tools

FINRA Series 65

MS Office

Life Insurance Licenses

Job description

IMA Financial Group, Inc. in Utah seeks a senior sales professional to drive growth in retirement plan services. You will identify prospects, tailor solution offerings, and manage ongoing client relationships with Retirement Plan Managers to ensure service excellence.

The role requires a Bachelor's degree, 3+ years in retirement plan sales, FINRA Series 65, and state-of-the-art MS Office skills. Occasional travel (25-50%) is expected, with a competitive benefits package.