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Lincoln Financial Group
Columbus, OH, United States
Alternate Locations: Work from Home; Fort Wayne, IN (Indiana); Hartford, CT (Connecticut) Work Arrangement: Remote : Work at home employee residing outside of a commutable distance to an office location. Relocation assistance: is not available for this opportunity. Requisition #: 73261 The Role at a Glance We are excited to bring on an Accoun
Job Source: Lincoln Financial GroupWolters Kluwer
Columbus
**LOCATION:** Remote U.S. locations **OVERVIEW** This position assists the efforts of the managed services team in providing compliance administration services for defined contribution plans (401k, 403b, Money Purchase, etc). The position will be tasked with all aspects of plan administration from validating census data, compliance testing, trust a
Job Source: Wolters KluwerAon Hewitt
Columbus, OH, United States
Retirement Actuarial Consultant Location: Columbus, OH Aon is in the business of better decisions: At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succee
Job Source: Aon HewittAscensus
Columbus, OH, United States
**Position Purpose:** This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriat
Job Source: AscensusSB Financial Group Inc.
Dublin, OH, United States
Job Description Job Description Education B.S. or B.A. degree in Finance, Business Administration, or related field of study normally required and specialty training in defined contribution plans. Experience A minimum of seven (7) years' experience in related positions normally required. Preferred Skills Proficient reading, writing, grammar, a
Job Source: SB Financial Group Inc.Lincoln Financial Group
Columbus
**Alternate Locations:** Work from Home; Fort Wayne, IN (Indiana); Hartford, CT (Connecticut) **Work Arrangement:** Remote : Work at home employee residing outside of a commutable distance to an office location. **Relocation assistance:** is not available for this opportunity. **Requisition #:** 73261 **The Role at a Glance** We are excited to brin
Job Source: Lincoln Financial GroupLa Senza
Columbus, OH, United States
Description The Manager, Merchandise Planning supports Merchandise Planning through the analysis of in-season business and the development of future season merchandise plans for the domestic and international franchise business. Through their analysis of the business, the Manager collaborates with cross-functional partners in Merchandise Planning,
Job Source: La SenzaLeafly
New Albany, OH, United States
As an essential business, Anomatic produces innovative and sustainable packaging for today’s biggest brands. By leveraging over five decades of manufacturing expertise and employing an extensive technologies portfolio, we design, manufacture, and finish incomparable stock and customized solutions for numerous markets. Location: Newark, Ohio
Job Source: LeaflyColumbus, OH, United States
We focus on the future and want to help you do the same. Sentry is seeking an experienced Retirement Plan Consultant Manager to join our team. As a Retirement Plan Consultant 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
Knowledge of industry sales and service processes, systems, and comprehensive knowledge of retirement plan products.
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 Ohio is $86,800-$119,300 annually.
Based on experience and qualifications, the pay range for this position in Indiana is $82,460-$113,335 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. 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.
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Email Alert for Retirement Plan Consultant Manager jobs in Columbus, OH, United States
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