Essential job responsibilities include but are not limited to: Supports and demonstrates IMA's core valuesValues and understands the importance of diversity, equity, and inclusion among all IMA associatesUses consultative sales approach to identify prospects and their needs, and offer tailored solutionsPursues and sells our services to retirement plan prospects.Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with Retirement Plan ManagersCompletes investment analysis of clients/prospects fund options and offers guidance based on IMA Wealth's best in class listUnder moderate guidance, provides strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, compliance oversight, and investment due diligenceWorks collaboratively with the investment team and retirement plan managers to provide a consistent client experienceDevelops and maintains effective working relationships with internal and external referral sourcesPeople Management Manages the work of assigned associates, providing clear communication of expectations, established timeframes, regular progress updates, and annual performance evaluationsFacilitates team meetings, communicating division informationParticipates in the hiring process for direct reports as well as additional department hiresServes as a mentor and coach for members of the team as neededProvides feedback to Advisory Services team members, and their direct supervisors as needed, in support of their on-going professional development goals to ensure client expectations are metRequired Experience and Skills include but are not limited to: Bachelor's degree and 3+ years' sales experience in the retirement plan servicesFINRA Series 65 required (additional licensing may be needed)Life Insurance and Variable Contracts licenses preferredKnowledge of ERISA laws and the retirement plan industry preferredModerate travel required (25-50%)Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)The anticipated posting timeline for this opportunity is 10/5/2026 - 11/5/2026.Salary Range: $100,000 USD - $125,000 USDBeing a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:Annual Performance BonusStock PurchaseMedical PlansPrescription DrugsDentalVisionFamily Assistance ProgramFSAHSAPre-Tax Parking Plan401(k)Life/AD&DAccidentCritical IllnessHospital IndemnityLong Term CareShort-term DisabilityLong-term DisabilityBusiness Travel AccidentIdentity TheftPaid Time OffFlexible Work OptionsPaid HolidaysSabbaticalGift MatchingWell-Being StipendPersonal and Professional DevelopmentIn addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.*These benefits do not apply to internship roles.Why Join IMA? We've built a reputation for putting our associates first What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.We work in teams. We sell in teams. We win and prosper as a team We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.We are recognized nationally as a leader in our industry Business Insurance Magazine – Best Places to Work in InsuranceUS Insurance Awards – Community Outreach Project of the YearU.S. Chamber of Commerce Citizen Awards – Best Corporate Steward finalistInc. Magazine Best WorkplacesInc. 5000 – List of Fastest Growing CompaniesAlaska Journal of Commerce – Best Workplaces in AlaskaCharlotte Business Journal – Best Places to WorkCivic 50 Colorado Honoree Recognizing 50 Most Community-Minded CompaniesConnecticut Top WorkplacesDallas Business Journal – Best Places to WorkDenver Business Journal – Best Places to WorkDenver Business Journal – Fast 50Kansas City Business Journal – Best Places to WorkLos Angeles Business Journal – Best Places to WorkPuget Sound Business Journal – Washington's Best WorkplacesTampa Bay Times – Best WorkplacesThe Salt Lake City Tribune Top WorkplacesUtah Business – Best Places to WorkWichita Business Journal – Best Places to WorkThis Job Description is not a complete statement of all duties and responsibilities comprising this position.The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.#J-18808-Ljbffr
