Senior Retirement Plan Analyst — 401(k) Product & Sales

Sentry

Stevens Point, Northern (WI, KY)

Hybrid

USD 75,000 - 105,000

Full time

14 days+

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Benefits offered by this job

Hybrid schedule

Tuition reimbursement

Comprehensive benefits

Paid time off & volunteer time off

Company 401(k) match

Job summary

Sentry in Stevens Point, Wisconsin is seeking a Retirement Plan Analyst or Senior Retirement Plan Analyst to support 401(k) product sales in a hybrid work model, located at our Stevens Point or Madison offices. This role is not fully remote and visa sponsorship is not available.

You’ll collaborate with cross-functional teams to develop, market and analyze retirement plan products, deliver reports, and support sales efforts while focusing on growth, retention and profitability.

Qualifications

Bachelor’s Degree or equivalent work experience.
2-5+ 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 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.
Act as one of the primary contacts for our team of sales producers and management to ask questions regarding products and sales/marketing programs.
Create and analyze reports reflecting pre-sale and post-sale efforts in the field to enhance our initiatives to promote future sales and enhance our overall customer experience.
Provide resource information on investment options, product information, and plan design to the field on individual cases to assist in new 401(k) and group sales.
Develop pre-sale analysis in support of generating new business.
Engage retirement plan participants to assist in the completion of rollover requests.