Sentry

Retirement Plan Consultant

Sentry

full-time

Posted on:

Location Type: Office

Location: Denver • Colorado • Kansas • United States

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Salary

💰 $68,100 - $102,100 per year

About the role

  • 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.

Requirements

  • 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
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
customer serviceretirement planningcompliance testinglegislative issuesplan design enhancementspublic speakingengagementeducation meetings
Soft Skills
communicationorganizationalpresentationcustomer retention
Certifications
life insurance licensehealth insurance license