200+ applicants

Company

IMA Financial Group, Inc. · 1 day ago

Retirement Plan Advisor

United States

Full-time

Remote

Mid, Senior Level

$100K/yr - $125K/yr

5+ years exp

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Responsibilities

Uses consultative sales approach to identify prospects, their needs, and offers tailored solutions

Pursues and sells our services to retirement plan prospects

Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with IMA team

Completes investment analysis of clients/prospects investment portfolio and provides guidance and recommendations

Provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection and conversions, plan design optimization, compliance oversight, and investment due diligence

Works collaboratively with entire IMA team to provide a consistent client experience

Develops and maintains effective working relationships with internal and external partners

Support and demonstrate IMA’s core values

Value and understand the importance of diversity, equity, and inclusion

Qualification

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5+ years sales experienceFINRA Series 65Life Insurance licenseERISA lawsMS Office proficiencyProblem-solving skillsEffective communication

Required

Bachelor's degree required

5+ years' sales experience in the retirement plan services required

FINRA Series 65 required (OR obtain within first six month; additional licensing may be needed)

Moderate travel required (25-50%)

Experience with MS Office products and other business oriented systems (specifically PowerPoint, Outlook, Word, and Excel)

Preferred

Life Insurance and Variable Contracts licenses preferred

Knowledge of ERISA laws and the retirement plan industry preferred

Benefits

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

Family Assistance Program

FSA

HSA

Pre-Tax Parking Plan

401(k)

Life/AD&D

Accident

Critical Illness

Hospital Indemnity

Long Term Care

Short-term Disability

Long-term Disability

Business Travel Accident

Identity Theft

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Health Club Reimbursement

Personal and Professional Development

Company

IMA Financial Group, Inc.

With over four decades of experience in the industry, IMA has become a trusted leader in commercial insurance, risk management, surety, and employee benefits brokerage and consulting.

Founded in 1974

Denver, Colorado, USA

1,001-5,000 employees