What You’ll Do

• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Manages existing client relationships with moderate guidance by processing client requests, resolving client inquiries, and making sure key client information is up to date
• Schedules, prepares for, and facilitates presentations. Presentations may include enrollment meetings, financial education meetings, and plan reviews with the committee, etc. as requested by the plan sponsor
• Works with Retirement Plan Advisor to provide strategic recommendations & implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, plan fee benchmarking, compliance oversight, and investment due diligence
• Demonstrates knowledge concerning ERISA laws & guidelines for the retirement plan industry
• Drives client retention by delivering annual plan reviews and initiating proactive client contact
• Promotes new products and services to plan sponsors
• Engages in available training and educational opportunities to stay current on the industry trends as well as internal policies and procedures

You Should Have:

• Bachelor's degree required
• 2 years related experience in the retirement plan industry required
• Life Insurance and Variable Contracts licenses (required for group annuity products), required to obtain within 30-90 days of hire, unless already licensed 
• Attains and maintains FINRA Series 7 & 66 (S63 & S65 acceptable as well) strongly preferred
• AIF designation is preferred
• Limited travel required (less than 25%)
• Intermediate MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)

This 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.

Compensation & Benefits

Being 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 Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off,Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development.

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.

• 2020-2022 Business Insurance Magazine Best Places to Work in Insurance
• 2021-2022 Inc. 5000’s List of Fastest Growing Companies
• 2022 Kansas City Business Journal’s Best Places to Work
• 2021-2022 Los Angeles Business Journal’s Best Places to Work
• 2021-2022 Puget Sound Business Journal’s Washington’s Best Workplaces
• 2021 Wichita Business Journal’s Best Places to Work, #1 in extra-large category
• 2021 Denver Business Journal’s Best Places to Work
• 2021 Dallas Business Journal’s Best Places to Work
• 2021 Utah Business Best Companies to Work for in Utah
• 2021 Alaska Journal of Commerce’s Best Workplaces in Alaska
• 2021 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2021 Wichita Business Journal’s Fastest Growing Companies List