Retirement Plan Consultant
Sentry Insurance · Denver, CO
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Retirement Plan Consultant
@ Sentry InsuranceRetirement Plan Consultant
About the job
Sentry is a top-rated mutual insurance company founded in 1904, serving clients nationwide. This role involves educating customers on retirement plans, with strong benefits and growth opportunities, focusing on service and professional development.
Requirements
- Bachelor's degree or work experience
- 2-5 years related experience
- Ability to speak/write Spanish (preferred)
- Strong communication skills
- Proficient in PowerPoint, Excel, Word
Qualifications
- Licensed in life and health insurance
- Excellent organizational skills
- Public speaking ability
- Ability to travel
- Good motor vehicle record
Full job description
At Sentry, we focus on the future and want to help you do the same! Retirement Plan Consultants work with our sales team to provide the best service to both individual customer and participants.
We provide everything you need to carve out a career filled with success and purpose including:
Company car with gas card and permitted personal use
Outstanding benefits and a 401(k)-program matching dollar for dollar up to the first 8%
Work from home from your territory
Opportunities for professional development and growth
Outstanding training and support
The territory for this position includes: Colorado, Kansas, Missouri, Nebraska, and Oklahoma
Based on qualifications and experience of the selected candidate the base salary range is:
$68,100-$102,100 for candidates located in Kansas, Missouri, Nebraska, and Oklahoma
$74,910-$112,310 for candidates located in Colorado
What You’ll Do
Lead group enrollments for assigned employer-sponsored retirement plans
Provide accurate and timely customer service to ensure a quality customer experience with a goal of customer retention
Meet with individual participants to educate them on why retirement planning is important
Conduct group education meetings to educate on the benefit of saving for retirement
Lead annual review process to educate the plan sponsor on fiduciary duties, assist with understanding compliance testing results, legislative issues, and plan design enhancements.
What it Takes
Bachelors’ Degree or equivalent work experience
2-5 years of related work experience
Ability to speak, write and understand Spanish is strongly preferred
Poised public speaker with proven ability to engage and present to diverse audiences of all sizes
Currently licensed in life and health insurance products or the ability to obtain a license in a reasonable amount of time
Excellent verbal and written communication and organizational skills are required
Ability to meet the travel requirements of the job and maintain an acceptable motor vehicle record
Proficient knowledge and use of PC software applications such as PowerPoint, Excel, and Word
Here is what you can look forward to as part of our team:
At Sentry, your total rewards go beyond competitive compensation. We’re committed to supporting the whole you, which is why we offer a comprehensive package designed to help you thrive both professionally and personally.
Home Office: Enjoy the best of both worlds. With a home office set up and time in the field, with regular travel in your company car. We provide the technology and tools you need to be more efficient and effective in the field including a laptop and cell phone reimbursement.
Continuous Learning: Unlock your potential through Sentry University and take advantage of our tuition reimbursement program.
Comprehensive Benefits: We support your whole self with group medical, dental, and vision insurance along with parental leave, pet insurance, caregiver leave, and wellness resources. Options for HSA, FSA, and Dependent Care FSA are available.
Work-Life Balance: Enjoy your generous Paid Time Off allowance to rest and take advantage of paid Volunteer Time Off to support your community.
Investing in Your Future: We’re committed to your long-term financial well-being. We offer a 100% company match on the first 8% you contribute to your 401(k) each pay period, and those funds vest immediately.
Giving Back: Through the Sentry Foundation, we’re proud to support the United Way and make a difference in our communities.
Why Join Sentry?
At Sentry, we believe our people are the heart of our success. We’re proud to be recognized for the culture we’ve built, earning spots on Forbes’ lists for America’s Best Midsize Employers and Best Employers for New Grads, as well as Newsweek’s America’s Greatest Workplaces for Women and Diversity. These honors reflect our commitment to your professional satisfaction and growth.
Building on a Legacy
Our future is bright, but it’s anchored in a long history of stability. Since our founding in 1904, we’ve dedicated ourselves to helping businesses protect their futures. That trust has made us one of the largest and most financially stable mutual insurance companies in the U.S. We’re proud to have maintained an A+ rating from A.M. Best, the industry’s leading authority, for over 30 years.
Your Career, Our Community
Whether you’re working at our headquarters in Stevens Point, Wisconsin, or one of our many offices across the country, you’ll find a challenging and rewarding environment. Explore the Our Teams tab on our Career Page to see the diverse career paths we offer, with a focus on ongoing development and professional growth.
Ready to own your future? Join us at Sentry, opportunities await!
Casey Van Der Geest
Equal Employment Opportunity
Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.