Retirement Plan Analyst
This position will be located at our Home Office in Stevens Point, WI or at our office in Madison, WI in a hybrid work model (Monday and Friday work from home if you choose, Tuesday through Thursday required to be in office).
For this position, Sentry does not offer employment to holders of F-1, J-1, and H-1 Visas.
What You'll Do
As a Retirement Plan Analyst, you'll play a key role in assisting our sales producers with the sales of our 401(k) products. Along with this responsibility, you'll:
Act as one of the primary contacts for our team of sales producers and management to ask questions regarding products and sales/marketing programs
Assist in the sale of 401(k) and group products primarily through phone consultations and training presentations
Create and analyze reports reflecting pre-sale and post-sale efforts in the field to enhance our initiatives to promote future sales and enhance our overall customer experience
Provide resource information on investment options, product information, and plan design to the field on individual cases to assist in new 401(k) and group sales
What it Takes
Bachelor's Degree or equivalent work experience
2+ years of related 401(k) sales or sales support experience
Knowledge of qualified retirement plan and group benefit insurance products
Familiarity with retirement plan investment principles
Proficient with working in Microsoft Power Point and Excel
Industry coursework such as CPFA, QPFC, QKA, ARPC, AIF, AIFA, CIMA or CFP beneficial
Highly effective interpersonal, communication, and presentation skills
Strong analytical ability to identify and introduce efficient workflow methods
What You'll Receive
At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you'll receive.
Sentry is happy to offer flexibility through a scheduled Hybrid work model. Monday and Friday work from home if you choose to, Tuesday through Thursday in office.
Generous Paid-Time Off plan for you to enjoy time out of the office.
401(K) plan with a dollar for dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future.
Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle.
Extensive Work-Life Resources to lend a helping hand.
Sentry Foundation gift matching program to encourage charitable giving.
Continue your education and career development through Sentry University (SentryU).
About Sentry
We 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 Geest
(see below)
Equal Employment Opportunity
Sentry 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.
