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Retirement Plan Analyst

Company: Sentry
Location: Scottsdale
Posted on: June 22, 2022

Job Description:

Sentry employees have been helping individuals and businesses build and protect their future since 1904 and we are looking for you to join our team as a Retirement Plan Analyst. In this position, you will provide technical knowledge and support during the sales of 401(k) products to achieve growth, retention and profitability among Sentry direct writer sales producers.

What You'll DoAs 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 answer questions regarding products and sales/marketing programs
  • Provide resource information on investment options, product information, and plan design to the field on individual cases to assist in new 401(k) sales
  • 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
    What it Takes
    • Bachelor's Degree or equivalent work experience
    • Knowledge of qualified retirement plan and group benefit insurance products
    • Familiarity with retirement plan investment principles
    • Proficient with working in Microsoft 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 method
      What You'll ReceiveWe take great pride in making Forbes' list of America's Best Midsize Employers since 2017. A lot of different factors go into that honor, many of which contribute to your job satisfaction. At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you'll receive.
      • To best support our associates and our culture, Sentry is happy to offer flexibility through a scheduled work from home (Monday and Friday)/in office days (Tuesday through Thursday) after we begin to return to the 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.
      • Pretax Dependent Care and Health Expense Reimbursement Accounts to ease taxes on health spending.
      • 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).
        How You'll ApplyIf you are interested in joining Sentry's team, select the one position that you are most interested in being considered for and complete your online application details. If you have applied with us before, you will only need to provide your email address and password. If this is your first time applying, you'll need to create an account. Please complete your application and upload your resume online.
        About SentryAll of us at Sentry-more than 4,000 associates-have various talents, skills, and backgrounds. We work together to deliver on our promises to our policyholders every day. We're proud to offer a full line of property, casualty, and life insurance products to help protect businesses, cars, homes, lives, and retirement income.
        Our headquarters is in Stevens Point, Wisconsin, with claims and service 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.
        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. Get ready to own your future at Sentry. Opportunities await.
        Thank you for your interest in Sentry!
        Casey Van Der Geest

        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.

Keywords: Sentry, Scottsdale , Retirement Plan Analyst, Professions , Scottsdale, Arizona

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