Retirement Plan Analyst

Sentry; Stevens Point, Northern (WI, KY); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Hybrid schedule

Tuition reimbursement

Comprehensive benefits

Paid time off & volunteer time off

Company 401(k) match

Job summary

Sentry in Stevens Point, Wisconsin is seeking a Retirement Plan Analyst or Senior Retirement Plan Analyst to support 401(k) product sales in a hybrid work model, located at our Stevens Point or Madison offices. This role is not fully remote and visa sponsorship is not available.

You’ll collaborate with cross-functional teams to develop, market and analyze retirement plan products, deliver reports, and support sales efforts while focusing on growth, retention and profitability.

Qualifications

• 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 Microsoft Power Point and Excel.
• Highly effective interpersonal, communication, and presentation skills.

Responsibilities

• 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.
• 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.

Skills

Technical retirement plan knowledge

Project coordination

Interpersonal communication

Presentation skills

Education

Bachelor’s Degree or equivalent work 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:

• 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 the Our Teams tab on our Career Page to see the diverse career paths we offer, with a focus on ongoing development and professional growth.

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. Our associates are the most important part of our company. We became one of the most financially strong mutual insurance companies in the U.S. by striving to provide the best possible service to our business customers. We do this by having conversations, forming relationships, and getting to know the people we work with and their businesses. We make that same commitment to our associates. When you join Sentry, we don’t just want you to perform tasks each day. We want you to enjoy your time with us. You’re in the driver’s seat of your career path here—sharing feedback, creating goals, accessing professional development resources, and identifying how you can contribute to both your success and the success of the company. Yes, we work hard. But we work with the purpose of helping others, and with the understanding that there’s more to life than work. We invite you to learn more about us. You’ll find we’re much more than insurance.