Retirement Plan Advisor

$100,000 - $125,000/Yr

IMA Financial Group - Pasadena, CA

posted 20 days ago

Full-time - Mid Level
Pasadena, CA
Insurance Carriers and Related Activities

About the position

IMA is seeking an accomplished sales professional to join our growing retirement solutions team. As a retirement plan advisor, you will have the opportunity to work with business of all sizes and industries to design and implement retirement programs that inspire and empower employees to confidently achieve their dreams.

Responsibilities

  • Supports and demonstrates IMA's core values
  • Values and understands the importance of diversity, equity, and inclusion among all IMA associates
  • Uses consultative sales approach to identify prospects and their needs, and offer tailored solutions
  • Pursues and sells our services to retirement plan prospects
  • Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with Retirement Plan Managers
  • Completes investment analysis of clients/prospects fund options and offers guidance based on IMA Wealth's best in class list
  • Under moderate guidance, provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, compliance oversight, and investment due diligence
  • Works collaboratively with the investment team and retirement plan managers to provide a consistent client experience
  • Develops and maintains effective working relationships with internal and external referral sources
  • Manages the work of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluations
  • Facilitates team meetings, communicating division information
  • Participates in the hiring process for direct reports as well as additional department hires
  • Serves as a mentor and coach for members of the team as needed
  • Provides feedback to Advisory Services team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are met

Requirements

  • Bachelor's degree and 3+ years' sales experience in the retirement plan services
  • FINRA Series 65 required (additional licensing may be needed)
  • Life Insurance and Variable Contracts licenses preferred
  • Knowledge of ERISA laws and the retirement plan industry preferred
  • Moderate travel required (25-50%)
  • Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)

Benefits

  • Annual Performance Bonus
  • Stock Purchase
  • Medical Plans
  • Prescription Drugs
  • Dental
  • Vision
  • Family Assistance Program
  • FSA
  • HSA
  • Pre-Tax Parking Plan
  • 401(k)
  • Life/AD&D
  • Accident
  • Critical Illness
  • Hospital Indemnity
  • Long Term Care
  • Short-term Disability
  • Long-term Disability
  • Business Travel Accident
  • Identity Theft
  • Paid Time Off
  • Flexible Work Options
  • Paid Holidays
  • Sabbatical
  • Gift Matching
  • Health Club Reimbursement
  • Personal and Professional Development
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service