Retirement Plan Analyst

Sentry Insurance Agency • Madison, WI

2d • Hybrid

About The Position

In this role, you will provide technical knowledge & support during the sales of 401(k) products to achieve growth, retention & profitability among Sentry Direct Writer sales producers. This position can be filled as a Retirement Plan Analyst or Senior Retirement Plan Analyst based on the selected candidate’s related skills and experience. This position will be located at our office in Stevens Point, WI or Madison, WI in a hybrid work model and is not a fully remote opportunity. For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas.

Requirements

• Bachelor’s Degree or equivalent work experience
• 2-5+ years of related 401(k) industry experience
• Experience and knowledge in retirement product development, project management and strategic project leadership
• Experience and knowledge in the marketing of group and 401(k) products, business to business communications, and sales cycle beneficial
• Knowledge of qualified retirement plan and group benefit insurance products
• Proficient with working in Microsoft Power Point and Excel
• Highly effective interpersonal, communication, and presentation skills

Nice To Haves

• Industry coursework such as CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, or CFP beneficial

Responsibilities

• Provide project coordination and support including, but not limited to tracking and coordination of various projects and initiatives ensuring the on-time and in-scope delivery of assigned projects
• Deliver department level projects or assist with cross-department projects, typically involving multiple teams across IT functions or business areas
• Communicate product updates, progress, and challenges to stakeholders at all levels
• Conduct market research, competitive analysis, and customer feedback analysis to identify new product opportunities and enhancements
• Monitor product performance, analyze key metrics, and iterate on products to achieve business goals
• Act as one of the primary contacts for our team of sales producers and management to ask questions regarding products and sales/marketing programs
• Create and analyze reports reflecting pre-sale and post-sale efforts in the field to enhance our initiatives to promote future sales and enhance our overall customer experience
• Provide resource information on investment options, product information, and plan design to the field on individual cases to assist in new 401(k) and group sales
• Develop pre-sale analysis in support of generating new business
• Engage retirement plan participants to assist in the completion of rollover requests

Benefits

• Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday you’ll work in office.
• As a Sentry associate, you will have an in-office workspace and materials for your home office. In addition to the laptop, you will receive prior to your start, Sentry will provide equipment for your home office.
• Meal Subsidy available for associates who report to an office.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree