Retirement Plan Educator & Enrollment Specialist

Sentry Insurance; Denver (CO); On-site; USD 74,910 - 112,310; Full time

Benefits offered by this job

Company car with permitted personal use

401(k) program matching

Professional development opportunities

Paid-Time Off

Medical, Dental, Vision Insurance

Well-being programs

Job summary

Sentry Insurance is seeking Retirement Plan Consultants to educate customers on retirement plans and provide exceptional service. You will lead group enrollments, meet with participants, and conduct education meetings to improve their understanding of retirement savings.

The ideal candidate will have a Bachelor’s Degree, 2-5 years of experience, and strong communication skills. A company vehicle, comprehensive benefits, and professional development opportunities are included.

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 customer service to ensure quality experience.
• Meet with participants to educate on retirement planning.

Skills

Public speaking

Communication

Customer service

Organizational skills

Spanish language skills

Education

Bachelor’s Degree or equivalent work experience

Tools

PowerPoint

Excel

Word

Job description

Sentry Insurance is seeking Retirement Plan Consultants to educate customers on retirement plans and provide exceptional service. You will lead group enrollments, meet with participants, and conduct education meetings to improve their understanding of retirement savings.

The ideal candidate will have a Bachelor’s Degree, 2-5 years of experience, and strong communication skills. A company vehicle, comprehensive benefits, and professional development opportunities are included.