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Retirement Plan Education Specialist

Company: Sentry Insurance
Location: San Francisco
Posted on: November 23, 2020

Job Description:

Retirement Plan Education Specialist Overview We focus on the future and want to help you do the same. Sentry has Retirement Plan Education Specialists on our team to educate individuals on the advantages of participating in a retirement plan. You will lead employer-sponsored retirement plan enrollment and educational initiatives by conducting participant and group meetings for assigned customers. You will provide accurate and timely customer service to ensure a quality customer enrollment experience, customer retention and participant satisfaction. You can contribute to this role if you are a high performing sales professional who is knowledgeable about retirement plans and aspires to lead enrollment and educational initiatives involving Sentry 401(k) plans. The preferred location for this role is San Francisco Bay area. What You'll Do You'll coordinate with plan sponsors and Sentry sales professionals in successfully leading enrollment and education services. In addition, you'll: - Meet with individual participants to educate them on why retirement planning is important. - Meet with plan sponsors in an effort to ensure they are properly trained on using the various available Sentry systems . - Educate the plan sponsor on fiduciary duties, assist plan sponsors with understanding compliance testing /results and educate plan sponsors on legislative issues / plan design enhancements. - Ensure that quality control measures are in place to make sure service is effective, efficient and meets specified service standards. - Assist in managing service for large plans under the mentorship of the Retirement Plan Education Manager. - Lead annual review process to collaborate and educate plan sponsors on investment issues, audit and testing results and potential corrective action needed to protect the tax qualified status of the plan(s). - Generate referrals for Sentry's sales professionals. 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 - Thorough knowledge of retirement plan industry including nondiscrimination testing - Experience in the sale of retirement plan products - Poised public speaker with proven ability to engage and present to diverse audiences of all sizes. - Current license to sell 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. - Proven ability to successfully manage his or her own time and compete for others' time in order to drive efficiencies. What You'll Receive We 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. 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).

Keywords: Sentry Insurance, San Francisco , Retirement Plan Education Specialist, Education / Teaching , San Francisco, California

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