IMA Financial Group

Retirement Plan Advisor

Denver, CO · Internship

Sponsorship not specified$25k-$50kDetected 12 days ago

SalesExcelLeadershipCommunicationMicrosoft Office

About the role

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.
It's this unique ownership business model that makes working at IMA so appealing.
Magazine's Best Workplaces - 2023 Denver Business Journal's Best Places to Work - 2022-2023 Connecticut Top Work Places - 2021-2023 Inc.

Supports and demonstrates IMA's core values
Under 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 diligence
Develops and maintains effective working relationships with internal and external referral sources
Provides 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 met
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.

Bachelor's degree and 3+ years' sales experience in the retirement plan services
FINRA Series 65 required (additional licensing may be needed)
Life Insurance and Variable Contracts licenses preferred
Knowledge of ERISA laws and the retirement plan industry preferred
Moderate travel required (25-50%)
Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)
2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine's Best Workplaces
2023 Denver Business Journal's Best Places to Work
2022-2023 Connecticut Top Work Places
2021-2023 Inc. 5000's List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies

Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Pursues and sells our services to retirement plan prospects.
Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with Retirement Plan Managers
Works collaboratively with the investment team and retirement plan managers to provide a consistent client experience
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.
These benefits do not apply to internship roles.
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?

This listing is sourced directly from IMA Financial Group's careers page and normalized into a canonical job model.