Retirement Plan Analyst

In this role, you will provide technical knowledge \& support during the sales of 401(k) products to achieve growth, retention \& profitability among Sentry Direct Writer sales producers. This position can be filled as a Retirement Plan Analyst or Senior Retirement Plan Analyst based on the selected candidate’s related skills and experience. This position will be located at our office in Stevens Point, WI or Madison, WI in a hybrid work model and is not a fully remote opportunity. For this position, Sentry does not offer employment to holders of F\-1, J\-1, and H\-1 Visas. What You'll Do As a Senior Retirement Plan Analyst, you’ll leverage your technical retirement plan knowledge and experience in the development and marketing of 401(k) products. Along with this responsibility you will: Provide project coordination and support including, but not limited to tracking and coordination of various projects and initiatives ensuring the on\-time and in\-scope delivery of assigned projects Deliver department level projects or assist with cross\-department projects, typically involving multiple teams across IT functions or business areas Communicate product updates, progress, and challenges to stakeholders at all levels Conduct market research, competitive analysis, and customer feedback analysis to identify new product opportunities and enhancements Monitor product performance, analyze key metrics, and iterate on products to achieve business goals As a Retirement Plan Analyst, you’ll play a key role in assisting our sales producers with the sales of our 401(k) products. Along with this responsibility you will: Act as one of the primary contacts for our team of sales producers and management to ask questions regarding products and sales/marketing programs Create and analyze reports reflecting pre\-sale and post\-sale efforts in the field to enhance our initiatives to promote future sales and enhance our overall customer experience Provide resource information on investment options, product information, and plan design to the field on individual cases to assist in new 401(k) and group sales Develop pre\-sale analysis in support of generating new business Engage retirement plan participants to assist in the completion of rollover requests What it Takes Bachelor’s Degree or equivalent work experience 2\-5\+ years of related 401(k) industry experience Experience and knowledge in retirement product development, project management and strategic project leadership Experience and knowledge in the marketing of group and 401(k) products, business to business communications, and sales cycle beneficial Industry coursework such as CAPM, PMP, QPFC, CPFA, QKA, ARPC, AIF, AIFA, or CFP beneficial Knowledge of qualified retirement plan and group benefit insurance products Proficient with working in Microsoft Power Point and Excel Highly effective interpersonal, communication