Strategic Retirement Plan Advisor | Grow Client Portfolios

IMA Financial Group, Inc.; Newton (MA); 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

Job summary

IMA Financial Group, Inc. is seeking a senior sales professional to grow retirement plan services. You will use a consultative approach to identify prospects, tailor solutions, and pursue new business while ensuring ongoing client service with Retirement Plan Managers.

Collaborate with the investment team, manage relationships, and contribute to plan design optimization and due diligence. Travel up to 50% and participate in a robust benefits program.

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 the retirement plan industry preferred.
• Moderate travel required (25-50%).
• Experience with MS Office products (PowerPoint, Outlook, Word, 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 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.

Skills

Sales experience

Client relationship management

Consultative selling

Communication skills

Education

Bachelor's degree

Tools

PowerPoint

Outlook

Word

Excel

Job description

IMA Financial Group, Inc. is seeking a senior sales professional to grow retirement plan services. You will use a consultative approach to identify prospects, tailor solutions, and pursue new business while ensuring ongoing client service with Retirement Plan Managers.

Collaborate with the investment team, manage relationships, and contribute to plan design optimization and due diligence. Travel up to 50% and participate in a robust benefits program.