Plan Consultant at Sentry Insurance summary: As a Retirement Plan Consultant at Sentry, you will educate customers and participants on the benefits of retirement planning while providing top-notch service to ensure customer retention. This role involves leading group enrollments, conducting educational meetings, and assisting plan sponsors with compliance and design enhancements. With opportunities for professional development and a supportive work environment, you will help individuals secure their financial futures through effective retirement strategies. 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 use • Outstanding benefits and a 401(k)-program matching dollar for dollar up to the first 8% • Work from home from your territory • Opportunities for professional development and growth • Outstanding training and support The 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 Do • Lead group enrollments for assigned employer-sponsored retirement plans • Provide accurate and timely customer service to ensure a quality customer experience with a goal of customer retention • Meet with individual participants to educate them on why retirement planning is important • Conduct group education meetings to educate on the benefit of saving for retirement • Lead 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 Takes • Bachelors’ Degree or equivalent work experience • 2-5 years of related work experience • Ability to speak, write and understand Spanish is strongly preferred • Poised public speaker with proven ability to engage and present to diverse audiences of all sizes • Currently licensed in life and health insurance products or the ability to obtain a license in a reasonable amount of time • Excellent verbal and written communication and organizational skills are required • Ability to meet the travel requirements of the job and maintain an acceptable motor vehicle record • Proficient knowledge and use of PC software applications such as PowerPoint, Excel, and Word Based on experience and qualifications, the pay range for this position is $76,705-$105,455 annually. What You’ll Receive At 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 giving 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 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. Keywords: retirement planning, financial consulting, customer education, benefits enrollment, fiduciary duties, compliance testing, financial advisor, retirement plans, customer service, public speaking