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    Senior Retirement Plan Manager - Denver, United States - IMA Financial Group

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    Description

    Join our Team at IMA Financial Group!

    • Manage client relationships, process client requests, and ensure key client information is up to date
    • Schedule and facilitate various presentations, including enrollment meetings, financial education sessions, and plan reviews with the committee
    • Collaborate with Retirement Plan Advisor to make strategic recommendations and implement plan enhancements
    • Demonstrate expertise in ERISA laws and guidelines
    • Drive client retention through annual plan reviews and proactive client communication
    • Promote new products and services to plan sponsors
    • Engage in training opportunities to stay updated on industry trends and internal policies
    • Support and embody IMA's core values with a focus on diversity, equity, and inclusion

    Required Skills

    • Bachelor's degree
    • 7+ years of experience in the retirement plan industry
    • Life Insurance and Variable Contracts licenses (to be obtained within 30-90 days of hire if not already licensed)
    • Preferred FINRA Series 7 & 66 certifications
    • Preferred AIF designation
    • Some travel required
    • Proficiency in MS Office products

    Experience the Benefits at IMA Financial Group

    Compensation & Benefits

    As part of IMA, you will enjoy a comprehensive benefits package designed to enhance your life and well-being. Our offerings include:

    • Annual Performance Bonus
    • Stock Purchase
    • Medical Plans
    • Dental and Vision Coverage
    • Family Assistance Programs
    • Retirement options such as 401(k)
    • Life/AD&D and Disability Coverage
    • And more!

    Why Choose IMA?

    Put Associates First: At IMA, you are a crucial part of a growing company where relationships matter, benefits are competitive, and ownership is possible.

    Team-oriented Culture: We believe in teamwork, support, and collaboration to achieve success together.

    National Recognition: Join a company nationally recognized as a leader in the industry.

    • Named Best Places to Work by various publications
    • Consistent growth and community-minded initiatives


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