Retirement Plan Manager II

M3 Insurance; Madison (WI); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Flexible time-off

Paid parental leave

Profit-sharing program

Job summary

M3 Insurance is seeking a Retirement Plan Manager II in Madison, Wisconsin, to support employer-sponsored retirement plans including 401(k), 403(b), and 457(b). Key responsibilities include serving as the primary contact for clients, supporting sales initiatives, and maintaining strong relationships.

Successful candidates will possess excellent communication skills, a Bachelor's degree preferred, and at least 3 years in financial services. Benefits include flexible time-off, employee appreciation events, and a profit-sharing program.

Qualifications

• High school diploma or equivalent required.
• Minimum of 3 years of experience in a similar role within financial services.
• Series 65 license required, or willing to obtain.
• Valid driver's license required.
• Life, Accident and Health insurance license preferred.
• Ability to travel including overnight stays.

Responsibilities

• Serve as the primary contact for service inquiries.
• Support retirement plan sales initiatives.
• Build and maintain relationships with clients and vendors.
• Provide educational support through meetings and visits.
• Prepare new account processing paperwork.
• Organize workflow and maintain client documentation.

Skills

Excellent written and verbal communication skills

Organizational and analytical skills

Knowledge of mutual funds and financial markets

Education

Bachelor's degree in a related field

Tools

Microsoft Office suite

EPIC agency automation system

Job description

The Opportunity

Are you passionate about building strong client relationships and delivering exceptional service in the retirement plan industry? M3 is seeking a skilled Retirement Plan Manager II to support our M3 Financial team in servicing employer-sponsored retirement plans, including 401(k), 403(b), and 457(b) plans.

How You Will Make An Impact

• Serve as the primary point of contact for all service inquiries for new and existing clients, providing excellent customer service both in-house and in the field.
• Support all M3 Financial retirement plan sales initiatives, including processing new business and proactively working the renewal cycle to ensure consistency and service improvements.
• Build and maintain strong relationships with clients and vendors, attending client meetings with Retirement Plan Consultants and conducting meetings independently when required.
• Provide educational support to clients through group and individual enrollment meetings, knowledge sharing, and on-site visits to clients' places of business.
• Prepare new account processing paperwork and proactively track the transition stages of new business for M3 Financial.
• Organize and prioritize workflow for M3 Financial's book of business, maintaining accurate client files and documentation in agency systems including EPIC.
• Assist with broker‑dealer and industry compliance activities to ensure regulatory adherence.
• Cross‑sell as appropriate, referring clients to M3's P&C and Employee Benefits divisions for individual or personal lines needs.

What You Will Need To Succeed

• High school diploma or equivalent required; Bachelor's degree (B.S. or B.A.) from an accredited college or university in a related field preferred.
• Minimum of 3 years of experience in a similar support role within financial services, insurance agency, TPA, or a company specializing in employee benefits.
• Series 65 license required; or willing to obtain within onboarding period.
• Valid driver's license required.
• Life, Accident and Health insurance license preferred or willing to obtain upon hire.
• Excellent written and verbal communication skills with well‑developed professional interpersonal skills to interact with a variety of internal and external clients.
• Broad knowledge of mutual funds and financial markets preferred.
• Proven organizational and analytical skills with the ability to manage multiple deadlines accurately and efficiently.
• Demonstrated proficiency in Microsoft Office suite and agency automation systems (e.g., EPIC); willingness to learn new programs and software.
• Ability to travel, including overnight stays on occasion.

Benefits As An M3er

Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time‑off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well‑being and satisfaction of our employees. Additionally, our profit‑sharing program ensures that every member of our team shares in the success of our organization.

Diversity, Equity & Inclusion

M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision.

Equal Employment Opportunity

M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability/handicap, family responsibilities, non‑relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non‑discrimination laws, including those regarding veterans’ status, and will make reasonable accommodations for otherwise qualified individuals as appropriate. This commitment is reflected in all M3’s practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job. In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.