Note: The job is a remote job and is open to candidates in USA. Sentry is a leading mutual insurance company that has been helping businesses succeed since 1904. The Retirement Plan Consultant will educate customers on retirement plan benefits and work with the sales team to ensure excellent service for participants.
Responsibilities
- 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
Skills
- Bachelors' Degree or equivalent work experience
- 2-5 years of related work experience
- 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
- Ability to speak, write and understand Spanish is strongly preferred
Benefits
- 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
- Company vehicle with permitted personal use.
- 401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
- Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program.
- Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time Off.
- Group Medical, Dental, Vision, Life Insurance, Parental Leave, and our Health and Wellness benefits to encourage a healthy lifestyle.
- Well-being and Employee Assistance programs.
- Sentry Foundation gift matching program to encourage charitable giving
Company Overview