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Retirement Plan Consultant

Retirement Plan Consultant

Sentry InsuranceColumbus, OH, United States
30+ days ago
Job type
  • Full-time
Job description

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.The territory for this position includes : Ohio, Indiana, Southern Michigan, Western Pennsylvania, Virginia and West Virginia.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 Word.Based on experience and qualifications, the base salary pay range for this position is $66,700-$91,800 annually.What You'll ReceiveAt Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you'll receive.Company Car with permitted personal use401(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.About SentryWe take great pride in making Forbes' list of America's Best Midsize Employers since. 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@sentry.com 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.

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Retirement Plan Consultant • Columbus, OH, United States

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