Retirement Plan Consultant

Quick Apply

Retirement Plan Consultants are dedicated to educating individual customers & participants on the advantages of participating in a retirement plan & operating an efficient plan.

At Sentry, we focus on the future and want to help you do the same! 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 territory for this position includes: Colorado, Kansas, Missouri, Nebraska, and Oklahoma

Based on qualifications and experience of the selected candidate the base salary range is:

$68,100-$102,100 for candidates located in Kansas, Missouri, Nebraska, and Oklahoma
$74,910-$112,310 for candidates located in Colorado

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 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

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.

Apply Here

5 Questions You Should Ask During the Interview

Here are 5 questions we think you could ask during your interview. Use them as a guide to help you write your own questions.

Remember: Always have at least 5 questions prepared for the interview. If you do not, you run the risk of looking unprepared.

What does success look like in this role, and how is it measured?

Why ask this? You want to ensure you have a clear understanding of expectations before accepting the role. Knowing how success is measured helps you hit the ground running and avoid surprises about performance evaluations. It also signals to the employer that you're results-driven.

Can you describe the team dynamic and the company culture?

Why ask this? Skills and experience matter, but if the work environment isn’t a good fit, you won’t be happy or productive. This question helps you gauge whether the company values collaboration, how teams interact, and whether the culture aligns with your work style and values.

What are the biggest challenges facing the person in this role right now?

Why ask this? Every job has challenges, and it’s better to know them upfront. This helps you assess whether the role is a good fit for your strengths and whether the company is realistic about its expectations. If they hesitate to answer, it could be a red flag.

How does the company support work-life balance and employee well-being??

Why ask this? Burnout is real, and some companies expect employees to sacrifice personal time for the job. By asking this, you’ll get a sense of how they value work-life balance, flexibility, and well-being—things that are crucial for job satisfaction and long-term success.

These questions help you make an informed decision while also showing your professionalism and strategic thinking!

Quick Apply