Retirement Plan Manager II

M3 Ins; Madison (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible time-off

Paid parental leave

Employee appreciation events

Volunteering opportunities

Profit-sharing program

Job summary

M3 Ins in Madison, Wisconsin, is seeking a skilled Retirement Plan Manager II to provide exceptional service in the retirement plan industry. The role involves building strong client relationships, serving as the primary contact, and ensuring client satisfaction across employer-sponsored retirement plans, including 401(k) and 403(b) plans.

The ideal candidate will need a Bachelor's degree, strong communication skills, and a minimum of three years of relevant experience. Benefits include flexible time-off and a profit-sharing program, reflecting M3's commitment to its employees.

Qualifications

• 3+ years of experience in a support role within financial services or insurance.
• Series 65 license is required or willingness to obtain.
• Valid driver's license is required.
• Life, Accident and Health insurance license is preferred or willingness to obtain.

Responsibilities

• Serve as primary point of contact for service inquiries.
• Support retirement plan sales initiatives.
• Build and maintain client and vendor relationships.
• Conduct client education meetings and prepare paperwork.

Skills

Excellent written and verbal communication skills

Organizational skills

Analytical skills

Proficiency in Microsoft Office

Education

Bachelor's degree from an accredited college or university

High school diploma or equivalent

Tools

EPIC agency automation systems

Job description

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.

As a Retirement Plan Manager II, you will utilize your retirement plan knowledge and professional communication skills to serve as a primary point of contact for clients, maintain and grow relationships, and ensure high levels of client satisfaction. You will work closely with Retirement Plan Consultants, the Managing Director, and other M3 Financial staff — including conducting educational meetings independently and participating in group sales presentations.

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. These enticing benefits showcase our commitment to nurturing and retaining top talent within 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.

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 on the 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.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.