Retirement Plan Consultant

Sentry

Retirement Plan Consultant educating clients on employer-sponsored retirement plans and promoting retirement savings benefits. Collaborating with sales team to deliver exceptional service across multiple states.

Posted 4/14/2026full-timeDenver • Colorado, Kansas, Montana, New York, Oklahoma • 🇺🇸 United StatesJuniorMid-Level💰 $68,100 - $102,100 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

✓ Tailor your resume

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