Retirement Plan Consultant

At Sentry, we focus on the future and want to help you do the same! Sentry has a team of Retirement Plan Consultants dedicated to educating individual customers and participants on the advantages of participating in a retirement plan and operating an efficient plan. 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 useOutstanding benefits and a 401(k)-program matching dollar for dollar up to the first 8%Work from home from your territoryOpportunities for professional development and growthOutstanding training and supportThe ideal candidate will be located in Northern California. The territory for this position includes: California, Nevada, Oregon, Washington, Idaho, Montana, and Alaska What You'll DoLead group enrollments for assigned employer-sponsored retirement plansProvide accurate and timely customer service to ensure a quality customer experience with a goal of customer retentionMeet with individual participants to educate them on why retirement planning is importantConduct group education meetings to educate on the benefit of saving for retirementLead annual review process to educate the plan sponsor on fiduciary duties, assist with understanding compliance testing results, legislative issues, and plan design enhancements.What it TakesBachelors' Degree or equivalent work experience2-5 years of related work experienceAbility to speak, write and understand Spanish is strongly preferredPoised public speaker with proven ability to engage and present to diverse audiences of all sizesCurrently licensed in life and health insurance products or the ability to obtain a license in a reasonable amount of timeExcellent verbal and written communication and organizational skills are requiredAbility to meet the travel requirements of the job and maintain an acceptable motor vehicle recordProficient knowledge and use of PC software applications such as PowerPoint, Excel, and WordWhat You'll ReceiveAt Sentry, your total rewards go beyond competitive compensation. Below are some of the benefits and perks you will receive.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 givingAbout SentryWe take great pride in making Forbes' list of America's Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction.Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we're one of the largest and financially strongest mutual insurance companies in the United States. We're rated A+ by A.M. Best, the industry's leading rating authority.Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth.Get ready to own your future at Sentry. Opportunities await!Casey Van Der GeestCasey.VanDerGeest@ Equal Employment OpportunitySentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.

Created: 2025-01-13