Senior 401(k) Product & Project Manager (Hybrid)

001 Sentry Insurance Company

Stevens Point (WI)

Hybrid

USD 90,000 - 130,000

Full time

7 days ago
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Benefits offered by this job

Hybrid flexibility
Dining on Us
Tuition reimbursement
Comprehensive benefits
Paid time off
401(k) company match

Job summary

Sentry Insurance Company seeks a seasoned professional to provide technical knowledge and support during the sales of 401(k) products, located in Stevens Point, WI or other listed offices in a hybrid work model. The role focuses on growth, retention and profitability for Sentry Direct Writer sales producers.

Responsibilities include coordinating projects, delivering department-level initiatives, communicating updates to stakeholders, and conducting market research to identify new product

Qualifications

  • Bachelor’s Degree or equivalent work experience.
  • 5+ years of related 401(k) industry experience.
  • Experience and knowledge in retirement product development, project management and strategic project leadership.
  • Experience and knowledge in the marketing of group and 401(k) products, business to business communications, and sales cycle beneficial.
  • Industry coursework such as CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, or CFP beneficial.
  • Knowledge of qualified retirement plan and group benefit insurance products.
  • Proficient with working in Microsoft Power Point and Excel.
  • Highly effective interpersonal, communication, and presentation skills.

Responsibilities

  • Provide project coordination and support including, but not limited to tracking and coordination of various projects and initiatives ensuring the on-time and in-scope delivery of assigned projects.
  • Deliver department level projects or assist with cross-department projects, typically involving multiple teams across IT functions or business areas.
  • Communicate product updates, progress, and challenges to stakeholders at all levels.
  • Conduct market research, competitive analysis, and customer feedback analysis to identify new product opportunities and enhancements.
  • Monitor product performance, analyze key metrics, and iterate on products to achieve business goals.

Skills

401(k) experience
Retirement product dev
Project management
Strategic leadership
B2B marketing
Qualified plans
PowerPoint
Excel
Interpersonal skills
Presentation skills
Communication

Education

Bachelor’s Degree or equivalent

Tools

Microsoft PowerPoint
Microsoft Excel

Job description

Sentry Insurance Company seeks a seasoned professional to provide technical knowledge and support during the sales of 401(k) products, located in Stevens Point, WI or other listed offices in a hybrid work model. The role focuses on growth, retention and profitability for Sentry Direct Writer sales producers.

Responsibilities include coordinating projects, delivering department-level initiatives, communicating updates to stakeholders, and conducting market research to identify new product

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