Senior Retirement Plan Advisor and Client Strategist

IMA Financial Group, Inc.; Pasadena (CA); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Sabbatical

Job summary

IMA Financial Group, Inc. is seeking a results-driven sales professional for retirement plan services in Pasadena, CA.

You will use a consultative approach to identify prospects, tailor solutions, and grow our retirement plan business while partnering with Investment and Advisory teams. Requirements include a bachelor’s degree, 3+ years of retirement plan sales experience, FINRA Series 65, and licenses for Life Insurance and Variable Contracts.

Qualifications

• Bachelor's degree and 3+ years’ sales experience in retirement plan services.
• FINRA Series 65 required (additional licensing may be needed).
• Life Insurance and Variable Contracts licenses preferred.
• Knowledge of ERISA laws and retirement plan industry preferred.
• Moderate travel required (25-50%).
• MS Office products (PowerPoint, Outlook, Word, Excel) required.

Responsibilities

• Uses consultative sales approach to identify prospects and tailor solutions.
• Proposes and sells services to retirement plan prospects.
• Maintains client relationships and ongoing service with Advisory teams.
• Performs investment analysis and offers guidance based on best-in-class lists.
• Collaborates with investment team and plan managers for a consistent client experience.
• Mentors and coaches teammates and participates in hiring when needed.

Skills

Consultative sales

Prospecting

Client relationships

MS Office

PowerPoint

Education

Bachelor's degree

Tools

MS Office

Job description

IMA Financial Group, Inc. is seeking a results-driven sales professional for retirement plan services in Pasadena, CA.

You will use a consultative approach to identify prospects, tailor solutions, and grow our retirement plan business while partnering with Investment and Advisory teams. Requirements include a bachelor’s degree, 3+ years of retirement plan sales experience, FINRA Series 65, and licenses for Life Insurance and Variable Contracts.