Retirement Plan Analyst
Employment type
Contract
Work setting
On-site
Location
Stevens Point, WI
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Retirement Plan Analyst is an onsite role based in Stevens Point, WI. Compensation is not specified for this position, which supports the Sentry Insurance sales team in promoting 401(k) products. This role exists to provide technical support and analysis for retirement plan sales. The analyst coordinates with sales producers, creates reports on pre-sale and post-sale efforts, and assists in plan design to drive business growth.
What you'll do
- Act as a primary contact for sales producers
- create and analyze sales reports
- provide resource information on investment options and plan design
- engage participants for rollover requests.
What we're looking for
- Skills & competencies
- full-timeday shiftstevens point wisentry insuranceretirement401(k)sales supportanalystfinancial serviceshybrid model
- Work arrangement
- Weekend coverage required
Benefits & perks
- Hybrid flexibility, tuition reimbursement, 401(k) with 8% match, medical/dental/vision insurance, paid time off, volunteer time off.
Why this role
Position may be filled as Retirement Plan Analyst or Senior Retirement Plan Analyst based on experience.
About the employer
Sentry Insurance is hiring for this role. Industry: Pension Funds. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Pension Funds
- Occupation code
- 13-2051.00
You'll be redirected to the employer's application page.
Listing ID: 2fa49e06-f565-4291-ac03-767ac5f93c85