Strategic Retirement Plan Advisor

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

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Job summary

IMA Financial Group, Inc. is seeking a proactive retirement plan sales professional in Georgia to identify prospects, advise on tailored retirement solutions, and secure new business while managing ongoing client relationships with Plan Managers.

The role requires a Bachelor’s degree, 3+ years of retirement plan sales, and FINRA 65. Travel 25–50% is expected; MS Office skills are essential.

Qualifications

• Bachelor's degree and 3+ years’ sales experience in retirement plan services is required
• 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 and consultative sales approach to identify prospects and their needs
• Pursues and sells our services to retirement plan prospects and maintains ongoing client service with Retirement Plan Managers
• Performs investment analysis of clients and prospects fund options and provides guidance based on IMA Wealth’s offerings
• Provides strategic recommendations and implements plan enhancements (vendor selection, plan design, compliance, due diligence)
• Collaborates with the investment team and retirement plan managers to ensure a consistent client experience
• Develops relationships with internal and external referral sources

Skills

Consultative selling

Sales leadership

Client relationship management

PowerPoint

Outlook

Excel

Education

Bachelor's degree

Tools

MS Office

Job description

IMA Financial Group, Inc. is seeking a proactive retirement plan sales professional in Georgia to identify prospects, advise on tailored retirement solutions, and secure new business while managing ongoing client relationships with Plan Managers.

The role requires a Bachelor’s degree, 3+ years of retirement plan sales, and FINRA 65. Travel 25–50% is expected; MS Office skills are essential.