Retirement Plan Manager II

M3 Insurance•Fitchburg, WI

3d•Hybrid

About The Position

M3 is seeking a skilled Retirement Plan Manager II to support its M3 Financial team in servicing employer-sponsored retirement plans, including 401(k), 403(b), and 457(b) plans. The role involves serving as a primary point of contact for clients, maintaining and growing relationships, and ensuring high levels of client satisfaction. The position requires working closely with Retirement Plan Consultants, the Managing Director, and other M3 Financial staff, including conducting educational meetings independently and participating in group sales presentations.

Requirements

High school diploma or equivalent required
Minimum of 3 years of experience in a similar support role within financial services, insurance agency, TPA, or a company specializing in employee benefits.
Series 65 license required; or willing to obtain within onboarding period.
Valid driver's license required.
Excellent written and verbal communication skills with well-developed professional interpersonal skills to interact with a variety of internal and external clients.
Proven organizational and analytical skills with the ability to manage multiple deadlines accurately and efficiently.
Demonstrated proficiency in Microsoft Office suite and agency automation systems (e.g., EPIC); willingness to learn new programs and software.
Ability to travel, including overnight stays on occasion.

Nice To Haves

Bachelor's degree (B.S. or B.A.) from an accredited college or university in a related field preferred.
Life, Accident and Health insurance license preferred or willing to obtain upon hire.
Broad knowledge of mutual funds and financial markets preferred.

Responsibilities

Serve as the primary point of contact for all service inquiries for new and existing clients, providing excellent customer service both in-house and in the field.
Support all M3 Financial retirement plan sales initiatives, including processing new business and proactively working the renewal cycle to ensure consistency and service improvements.
Build and maintain strong relationships with clients and vendors, attending client meetings with Retirement Plan Consultants and conducting meetings independently when required.
Provide educational support to clients through group and individual enrollment meetings, knowledge sharing, and on-site visits to clients' places of business.
Prepare new account processing paperwork and proactively track the transition stages of new business for M3 Financial.
Organize and prioritize workflow for M3 Financial's book of business, maintaining accurate client files and documentation in agency systems including EPIC.
Assist with broker-dealer and industry compliance activities to ensure regulatory adherence.
Cross-sell as appropriate, referring clients to M3's P&C and Employee Benefits divisions for individual or personal lines needs.