Senior 401(k) Product & Strategy Lead

Sentry Insurance; Madison (WI); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

Hybrid Flexibility

Dining on Us

Continuous Learning

Comprehensive Benefits

Work-Life Balance

Investing in Your Future

Giving Back

Job summary

Sentry Insurance is seeking a Senior Retirement Plan Analyst to provide technical knowledge and support during the sales of 401(k) products, driving growth, retention, and profitability for Sentry Direct Writer sales producers.

The role offers a hybrid work model at multiple offices (Stevens Point, WI; Madison, WI; Davenport, IA; El Paso, TX) and requires 5+ years in the 401(k) industry with strong project leadership and product development capabilities.

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

Project coordination

Stakeholder communication

Market research

Product performance analysis

Strategic leadership

Sales cycle knowledge

Education

Bachelor's degree or equivalent

CAPM / PMP / QPFC / CFP beneficial

Tools

Microsoft PowerPoint

Excel

Job description

Sentry Insurance is seeking a Senior Retirement Plan Analyst to provide technical knowledge and support during the sales of 401(k) products, driving growth, retention, and profitability for Sentry Direct Writer sales producers.

The role offers a hybrid work model at multiple offices (Stevens Point, WI; Madison, WI; Davenport, IA; El Paso, TX) and requires 5+ years in the 401(k) industry with strong project leadership and product development capabilities.