Retirement Plan Consultant

Sentry Insurance Agency • Kansas City, MO

20h • $68,100 - $112,310 • Remote

About The Position

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan. At Sentry, we focus on the future and want to help you do the same! Retirement Plan Consultants work with our sales team to provide the best service to both individual customer and participants. We provide everything you need to carve out a career filled with success and purpose including: 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 The territory for this position includes: Colorado, Kansas, Missouri, Nebraska, and Oklahoma Based on qualifications and experience of the selected candidate the base salary range is: $68,100-$102,100 for candidates located in Kansas, Missouri, Nebraska, and Oklahoma $74,910-$112,310 for candidates located in Colorado

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

Nice To Haves

• Ability to speak, write and understand Spanish is strongly preferred

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.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level