Retirement Plan Consultant

Sentry Insurance Group

Colorado, United States
Base: $68,100-$102,100 (kspm/ne/ok); base: $74,910...
Fully remote
Lead group enrollments for retirement plans
Conduct group education meetings on saving
Maintain acceptable motor vehicle record
Sentry Insurance Group is seeking a Retirement Plan Consultant to educate and assist individual customers with employer-sponsored retirement plans across several U.S. states. The role emphasizes customer service, education, and compliance while offering a fully remote work environment and comprehensive benefits

Job Summary

  • Retirement Plan Consultants educate individual customers and participants on the advantages of participating in a retirement plan while operating an efficient system.
  • The role involves leading annual review processes to educate plan sponsors on fiduciary duties, compliance testing results, and legislative issues.
  • Employees receive a company car with gas card, dollar-for-dollar 401(k) matching up to 8%, and opportunities for professional development through Sentry University.

Matching Summary

Match Score: 85

Sentry Insurance Group is seeking a Retirement Plan Consultant to educate and assist individual customers with employer-sponsored retirement plans across several U.S. states. The role emphasizes customer service, education, and compliance while offering a fully remote work environment and comprehensive benefits.

Salary

Base: $68,100-$102,100 (KS/MO/NE/OK); Base: $74,910-$112,310 (CO); Benefits: Company car with gas card; 401(k) match up to 8%; Tuition reimbursement

Skills & Requirements

Must-have

  • Lead group enrollments for retirement plans
  • Conduct group education meetings on saving
  • Maintain acceptable motor vehicle record
  • Proficient in PowerPoint Excel and Word

Nice-to-have

  • Poised public speaker engaging diverse audiences
  • Ability to speak write and understand Spanish
  • Strong organizational and communication skills

Key Requirements

  • Bachelor's Degree or equivalent work experience
  • 2-5 years of related work experience
  • Currently licensed in life and health insurance products or ability to obtain license
  • Must meet travel requirements and maintain acceptable motor vehicle record

Work Rights

Not specified

Tailored Resume

Cover Letter