Retirement Plan Analyst

Sentry Insurance; Madison (WI); Hybrid; USD 95,000 - 120,000; Full time

Benefits offered by this job

Hybrid work arrangement

Tuition reimbursement

Wellness resources

Parental leave

401(k) matching

Career development

Job summary

Sentry Insurance is seeking a Senior Retirement Plan Analyst in Wisconsin to leverage retirement plan knowledge in developing and marketing 401(k) products. Hybrid work in Stevens Point or Madison combines office collaboration with remote flexibility.

The role emphasizes cross‑functional leadership, market analysis, and support for sales teams to drive growth and client satisfaction.

Qualifications

• Bachelor's degree or equivalent work experience.
• 2-5+ years of related 401(k) industry experience.
• Experience with retirement product development, project management, and leadership.
• Marketing knowledge of group and 401(k) products and B2B communications is beneficial.
• Industry coursework such as CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, or CFP beneficial.
• Knowledge of qualified retirement plans and group benefit insurance products.
• Proficient with PowerPoint and Excel.
• Strong interpersonal, communication, and presentation skills.

Responsibilities

• Coordinate and support projects to ensure on-time delivery.
• Deliver department or cross-department projects across IT and business areas.
• Communicate product updates, progress, and challenges to stakeholders.
• Conduct market research, competitive analysis, and customer feedback analysis.
• Monitor product performance and iterate to achieve business goals.
• Support sales producers with 401(k) product information and pre-sale analyses.

Skills

Technical retirement plan knowledge

Project coordination

Stakeholder communication

Presentation skills

Sales support experience

Industry certifications awareness

Education

Bachelor's Degree or equivalent work experience

2-5+ years in 401(k) industry experience

Tools

Microsoft PowerPoint

Microsoft Excel

Job description

In this role, you will provide technical knowledge & support during the sales of 401(k) products to achieve growth, retention & profitability among Sentry Direct Writer sales producers.

This position can be filled as a Retirement Plan Analyst or Senior Retirement Plan Analyst based on the selected candidate's related skills and experience.

This position will be located at our office in Stevens Point, WI or Madison, WI in a hybrid work model and is not a fully remote opportunity.

For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas.

What You’ll Do

As a Senior Retirement Plan Analyst, you'll leverage your technical retirement plan knowledge and experience in the development and marketing of 401(k) products. Along with this responsibility you will:

• Provide project coordination and support including, but not limited to tracking and coordination of various projects and initiatives ensuring the on-time and in-scope delivery of assigned projects
• Deliver department level projects or assist with cross-department projects, typically involving multiple teams across IT functions or business areas
• Communicate product updates, progress, and challenges to stakeholders at all levels
• Conduct market research, competitive analysis, and customer feedback analysis to identify new product opportunities and enhancements
• Monitor product performance, analyze key metrics, and iterate on products to achieve business goals

As a Retirement Plan Analyst, you'll play a key role in assisting our sales producers with the sales of our 401(k) products. Along with this responsibility you will:

• Act as one of the primary contacts for our team of sales producers and management to ask questions regarding products and sales/marketing programs
• Create and analyze reports reflecting pre-sale and post-sale efforts in the field to enhance our initiatives to promote future sales and enhance our overall customer experience
• Provide resource information on investment options, product information, and plan design to the field on individual cases to assist in new 401(k) and group sales
• Develop pre-sale analysis in support of generating new business
• Engage retirement plan participants to assist in the completion of rollover requests

What it Takes

• Bachelor's Degree or equivalent work experience
• 2-5+ years of related 401(k) industry experience
• Experience and knowledge in retirement product development, project management and strategic project leadership
• Experience and knowledge in the marketing of group and 401(k) products, business to business communications, and sales cycle beneficial
• Industry coursework such as CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, or CFP beneficial
• Knowledge of qualified retirement plan and group benefit insurance products
• Proficient with working in Microsoft Power Point and Excel
• Highly effective interpersonal, communication, and presentation skills

Here is what you can look forward to as part of our team:

At Sentry, your total rewards go beyond competitive compensation. We're committed to supporting the whole you, which is why we offer a comprehensive package designed to help you thrive both professionally and personally.

• Hybrid Flexibility:Enjoy the best of both worlds. With optional work from home on Mondays and Fridays and join your team in the office Tuesday through Thursday to collaborate and learn. We provide the technology and tools you need for both your office and home workspace from day one.
• Dining on Us:Depending on your location, we may provide a stipend that can be used at our on-site cafeteria or a meal allowance to keep you fueled.
• Continuous Learning:Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.
• Comprehensive Benefits:We support your whole self with group medical, dental, and vision insurance along with parental leave, pet insurance, caregiver leave, and wellness resources. Options for HSA, FSA, and Dependent Care FSA are available.
• Work-Life Balance:Enjoy your generous Paid Time Off allowance to rest and take advantage of paid Volunteer Time Off to support your community.
• Investing in Your Future:We're committed to your long-term financial well-being. We offer a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.
• Giving Back:Through the Sentry Foundation, we're proud to support the United Way and make a difference in our communities.

Why Join Sentry?

At Sentry, we believe our people are the heart of our success. We're proud to be recognized for the culture we've built, earning spots on Forbes' lists for America's Best Midsize Employers and Best Employers for New Grads, as well as Newsweek's America's Greatest Workplaces for Women and Diversity. These honors reflect our commitment to your professional satisfaction and growth.

Building on a Legacy

Our future is bright, but it's anchored in a long history of stability. Since our founding in 1904, we've dedicated ourselves to helping businesses protect their futures. That trust has made us one of the largest and most financially stable mutual insurance companies in the U.S. We're proud to have maintained an A+ rating from A.M. Best, the industry's leading authority, for over 30 years.

Your Career, Our Community

Whether you're working at our headquarters in Stevens Point, Wisconsin, or one of our many offices across the country, you'll find a challenging and rewarding environment. Explore theOur Teamstab on our Career Page to see the diverse career paths we offer, with a focus on ongoing development and professional growth.

Ready to own your future? Join us at Sentry, opportunities await!

Casey Van Der Geest

Talent Acquisition Specialist

[e-mail]

Equal Employment Opportunity

Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.