Retirement Plan Consultant

Sentry; Denver (CO); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Company vehicle with permitted personal use

401(K) plan with matching

Paid-Time Off and Volunteer-Time Off

Tuition Reimbursement program

Health, Dental, Vision Insurance

Employee Assistance programs

Job summary

Sentry, based in Stevens Point, Wisconsin, is seeking a Retirement Plan Consultant in Denver, CO. This role involves leading group enrollments for retirement plans and providing exceptional customer service to individual participants. Ideal candidates will have a Bachelor's Degree or equivalent experience, strong public speaking skills, and a preference for Spanish proficiency. Along with growth opportunities and training, you will receive comprehensive benefits including a 401(K) plan with a dollar-for-dollar match.

Sentry is dedicated to helping individuals with their retirement planning and has been recognized as one of America's Best Midsize Employers since 2017.

Qualifications

• 2-5 years of related work experience.
• Currently licensed in life and health insurance products or ability to obtain a license.
• Excellent verbal and written communication skills.

Responsibilities

• Lead group enrollments for employer-sponsored retirement plans.
• Provide accurate and timely customer service.
• Conduct group education meetings on retirement planning.

Skills

Customer service

Spanish proficiency

Public speaking

Organizational skills

Education

Bachelor's Degree or equivalent work experience

Tools

PowerPoint

Excel

Word

Job description

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan. At Sentry, we focus on the future and want to help you do the same! Retirement Plan Consultants work with our sales team to provide the best service to both individual customer and participants.

What You’ll Do

• Lead group enrollments for assigned employer-sponsored retirement plans
• Provide accurate and timely customer service to ensure a quality customer experience with a goal of customer retention
• Meet with individual participants to educate them on why retirement planning is important
• Conduct group education meetings to educate on the benefit of saving for retirement
• Lead annual review process to educate the plan sponsor on fiduciary duties, assist with understanding compliance testing results, legislative issues, and plan design enhancements.

What It Takes

• Bachelors’ Degree or equivalent work experience
• 2-5 years of related work experience
• Ability to speak, write and understand Spanish is strongly preferred
• Poised public speaker with proven ability to engage and present to diverse audiences of all sizes
• Currently licensed in life and health insurance products or the ability to obtain a license in a reasonable amount of time
• Excellent verbal and written communication and organizational skills are required
• Ability to meet the travel requirements of the job and maintain an acceptable motor vehicle record
• Proficient knowledge and use of PC software applications such as PowerPoint, Excel, and Word

What You’ll Receive

• Company vehicle with permitted personal use
• 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting
• Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program
• Generous Paid-Time Off and Volunteer-Time Off
• Group Medical, Dental, Vision, Life Insurance, Parental Leave, and Health and Wellness benefits
• Well-being and Employee Assistance programs
• Sentry Foundation gift matching program

About Sentry

We take pride in making Forbes’ list of America’s Best Midsize Employers since 2017. Our headquarters is in Stevens Point, Wisconsin, with offices across the United States. We’re one of the largest and financially strongest mutual insurance companies in the United States and are rated A+ by A.M. Best.

Get ready to own your future at Sentry. Opportunities await!

Casey Van Der Geest
[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.