Retirement Plan Analyst

Sentry Insurance Agency; Madison (WI); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

In-office workspace and home office设备

Meal Subsidy

401(k) match with immediate vesting

Tuition Reimbursement

Paid Time Off

Job summary

Sentry is seeking a Retirement Plan Analyst or Senior Retirement Plan Analyst in Wisconsin, hybrid in Stevens Point or Madison. The role supports 401(k) product sales, development, and marketing, with project leadership responsibilities across departments.

Ideal candidates have 2–5+ years in the 401(k) field, strong product and marketing knowledge, and proficiency in PowerPoint and Excel. Visa restrictions apply. Hybrid in-office schedule offered.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Industry coursework such as CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, or CFP beneficial.
• Experience in retirement product development, project management, and marketing is valued.

Responsibilities

• Provide project coordination and support to ensure on-time delivery of projects.
• Lead department-level or cross-department projects across IT and business areas.
• Communicate product updates, progress, and challenges to stakeholders at all levels.

Skills

Interpersonal skills

Presentation skills

Communication

Education

Bachelor’s degree or equivalent experience

Industry coursework (CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, CFP)

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

What You’ll Receive

At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive.

• Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you’ll work in office.




• As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.




• Meal Subsidy available for associates who report to an office.




• 401(k) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.




• Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program




• Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off




• Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle.




• Well-being and Employee Assistance programs




• Sentry Foundation gift matching program to encourage charitable giving.

About Sentry

We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.

Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry’s leading rating authority.

Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.

Get ready to own your future 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.