Strategic Retirement Plan Manager

M3 Ins; Madison (WI); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Flexible time-off

Paid parental leave

Employee appreciation events

Volunteering opportunities

Profit-sharing program

Job summary

M3 Ins in Madison, Wisconsin, is seeking a skilled Retirement Plan Manager II to provide exceptional service in the retirement plan industry. The role involves building strong client relationships, serving as the primary contact, and ensuring client satisfaction across employer-sponsored retirement plans, including 401(k) and 403(b) plans.

The ideal candidate will need a Bachelor's degree, strong communication skills, and a minimum of three years of relevant experience. Benefits include flexible time-off and a profit-sharing program, reflecting M3's commitment to its employees.

Qualifications

• 3+ years of experience in a support role within financial services or insurance.
• Series 65 license is required or willingness to obtain.
• Valid driver's license is required.
• Life, Accident and Health insurance license is preferred or willingness to obtain.

Responsibilities

• Serve as primary point of contact for service inquiries.
• Support retirement plan sales initiatives.
• Build and maintain client and vendor relationships.
• Conduct client education meetings and prepare paperwork.

Skills

Excellent written and verbal communication skills

Organizational skills

Analytical skills

Proficiency in Microsoft Office

Education

Bachelor's degree from an accredited college or university

High school diploma or equivalent

Tools

EPIC agency automation systems

Job description

M3 Ins in Madison, Wisconsin, is seeking a skilled Retirement Plan Manager II to provide exceptional service in the retirement plan industry. The role involves building strong client relationships, serving as the primary contact, and ensuring client satisfaction across employer-sponsored retirement plans, including 401(k) and 403(b) plans.

The ideal candidate will need a Bachelor's degree, strong communication skills, and a minimum of three years of relevant experience. Benefits include flexible time-off and a profit-sharing program, reflecting M3's commitment to its employees.