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Retirement Plan Education Manager TX

Company: Sentry
Location: Austin
Posted on: June 7, 2024

Job Description:

We focus on the future and want to help you do the same. Sentry is seeking an experienced Retirement Plan Education Manager to join our team. As a Retirement Plan Education Manager, you will manage and develop a team of Retirement Plan Education specialists responsible for the education and enrollment of Sentry's retirement plan customers. In coordination with Sentry Home Office, you will be responsible for designing education campaigns and enrollment strategies, lead a team tasked with increasing plan participation and contribution rates, improve participant retirement readiness objectives, and ensure customer/participant satisfaction for assigned clients.What You'll Do

In addition, you will:

Act as a key point of contact for plan sponsors, Sentry's sales teams, and Retirement Plan Education Specialists.

Assist or conduct quarterly education meetings for direct writer sales teams/regions.

Service large plans as assigned in conjunction with the Retirement Plan Education Specialists.

Oversee communication of plan service calls and reviews including plan administration, investments, audit and testing results, and corrective action needed to protect the tax qualified status of the plans.

Drive retention, improve average participation and deferral rates.

Evaluate and communicate test results to plan sponsors including, but not limited to, Average Deferral Percentage and Average Contribution Percentage (ADP/ACP) nondiscrimination and Top Heavy testing.

What it Takes

Bachelors degree or equivalent work experience.

5+ years of related retirement plan experience, management experience preferred

Poised public speaker with proven ability to engage and present to diverse audiences of all sizes.

Strong interpersonal presentation and organizational skills required.

Excellent verbal/written communication and listening skills.

Familiarity of ADP/ACP nondiscrimination testing; and retirement plan industry or financial/retirement plan sales and/or customer service related experience.

Current license to sell life and health insurance products or the ability to obtain a license in a reasonable amount of time and/or FINRA licenses where required.

Ability to organize, motivate, and direct a geographically separate staff.

Ability to meet the travel demands of the position and maintain an acceptable Motor Vehicle Record.

Ability to speak, write and understand Spanish and/or another foreign language is preferred.

Based on experience and qualifications, the pay range for this position in Michigan and Texas is $86,800-$119,300 annually.

Based on experience and qualifications, the pay range for this position in Illinois is $91,140-$125,265 annually.

Based on experience and qualifications, the pay range for this position in California is $99,820-$137,195 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 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 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 sexual orientation.

Keywords: Sentry, Austin , Retirement Plan Education Manager TX, Education / Teaching , Austin, Texas

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