Retirement Plan Relationship Manager

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

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.