Retirement Plan Education Specialist CO
Posted on: February 12, 2024
At Sentry, we focus on the future and want to help you do the
same! Sentry has a team of Retirement Plan Education Specialists
dedicated to educating individual customers and participants on the
advantages of participating in a retirement plan and operating an
efficient Plan.What You'll Do
Lead group enrollments for assigned employer-sponsored retirement
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
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 in Colorado is $68,460-$93,975 annually.
What You'll Receive
At Sentry, your total rewards go beyond competitive compensation.
Below are some benefits and perks that you'll receive.
Company Car 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
Continue your education and career development through Sentry
University (SentryU) and utilize our Tuition Reimbursement
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
Well-being and Employee Assistance programs.
Sentry Foundation gift matching program to encourage charitable
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.
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
Keywords: Sentry, Denver , Retirement Plan Education Specialist CO, Education / Teaching , Denver, Colorado
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