Job Description
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
- *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 industrys 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
[Casey.VanDerGeest@sentry.com](mailto:Casey.VanDerGeest@sentry.com)
**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.
Job Tags
Full time, Work experience placement, Remote job,