06/25/2025
At Sentry, we focus on the future and want to help you do the same! Sentry has a team of Retirement Plan Consultants dedicated to educating individual customers and participants on the advantages of participating in a retirement plan and operating an efficient Plan. The territory for this position includes: Ohio, Indiana, Michigan, Western Pennsylvania, Virginia and West Virginia. 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...
Sentry
Cincinnati, OH, USA
Full Time