Senior Retirement Plan Advisor — Strategic Solutions

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)

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Well-Being Stipend

Job summary

IMA Financial Group, Inc. in Pasadena, CA is seeking a Retirement Plan Services Sales professional to grow our client base with a consultative approach. You will identify prospects, tailor solutions, and pursue opportunities in retirement plan services while upholding IMA's core values.

You will collaborate with investment teams, manage relationships with plan sponsors, and mentor junior staff. Travel up to 50% may be required; you will benefit from a robust benefits package and

Qualifications

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

Responsibilities

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Uses consultative sales approach to identify prospects and their needs, and offer tailored solutions
• Pursues and sells our services to retirement plan prospects
• Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with Retirement Plan Managers
• Completes investment analysis of clients/prospects fund options and offers guidance based on IMA Wealth’s best in class list
• Under moderate guidance, provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, compliance oversight, and investment due diligence
• Works collaboratively with the investment team and retirement plan managers to provide a consistent client experience
• Develops and maintains effective working relationships with internal and external referral sources
• Manages the work of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
• Facilitates team meetings, communicating division information
• Participates in the hiring process for direct reports as well as additional department hires
• Serves as a mentor and coach for members of the team as needed
• Provides feedback to Advisory Services team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met

Skills

Consultative selling

Client relations

MS Office

Prospect development

Team collaboration

Education

Bachelor's degree

FINRA Series 65

Life Insurance license (preferred)

ERISA knowledge (preferred)

Job description

IMA Financial Group, Inc. in Pasadena, CA is seeking a Retirement Plan Services Sales professional to grow our client base with a consultative approach. You will identify prospects, tailor solutions, and pursue opportunities in retirement plan services while upholding IMA's core values.

You will collaborate with investment teams, manage relationships with plan sponsors, and mentor junior staff. Travel up to 50% may be required; you will benefit from a robust benefits package and