IMA is seeking an accomplished sales professional to join our growing retirement solutions team. As a retirement plan advisor, you will have the opportunity to work with business of all sizes and industries to design and implement retirement programs that inspire and empower employees to confidently achieve their dreams.
Essential job responsibilities include but are not limited to :
P roducing / Advising
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- Supports and demonstrates IMA's core values
li data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1">Values and understands the importance of diversity, equity, and inclusion among all IMA associatesli data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1">Uses consultative sales approach to identify prospects and their needs, and offer tailored solutionsli data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1">P ursue s and sell s our services to retirement plan prospects .li data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="5" data-aria-level="1">Solidifies client relationships and maintains responsibility for ongoing client service in conjunction with Retirement Plan Managersli data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="6" data-aria-level="1">Complete s investment analysis of clients / prospects fund options and offer s guidance based on IMA Wealth's best in class listli data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="7" data-aria-level="1">Under moderate guidance , p rovide s strategic recommendations and tactical implementation of plan enhancements, including but not limited to vendor selection & conversions, plan design optimization, compliance oversight , and investment due diligenceli data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="8" data-aria-level="1">Work s collaboratively with the investment team and retirement plan managers to provide a consistent client experienceli data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="9" data-aria-level="1">Develops and m aintains effective working relationships with internal and external referral sourcesPeople Management
li data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="10" data-aria-level="1">Manages the work of assigned associates, providing clear communication of expectations, established timeframes , regular progress updates, and annual performance evaluationsli data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="11" data-aria-level="1">Facilitates team meetings, communicating division informationli data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="12" data-aria-level="1">Participates in the hiring process for direct reports as well as additional department hiresli data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="13" data-aria-level="1">Serves as a mentor and coach for members of the team as neededli data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="14" data-aria-level="1">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 metRequired Experience and Skills include but are not limited to :
li data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="15" data-aria-level="1">Bachelor's d egree and 3 years' sales experience in the retirement plan servicesli data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="16" data-aria-level="1">FINRA Series 65 required ( additional licensing may be needed)li data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="17" data-aria-level="1">Life Insurance and Variable Contracts licenses preferredli data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="18" data-aria-level="1">Knowledge of ERISA laws and the retirement plan industry preferredli data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="19" data-aria-level="1">Moderate travel required (25-50%)li data-leveltext="
data-font="Wingdings" data-listid="30" data-list-defn-props="{"134224900" : false,"335551500" : 22148,"335552541" : 1,"335559685" : 360,"335559991" : 360,"469769226" : "Wingdings","469769242" : [9642],"469777803" : "left","469777804" : "469777815" : "hybridMultilevel"}" data-aria-posinset="20" data-aria-level="1">Experience with MS Office products required (specifically PowerPoint, Outlook, Word, and Excel)Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
Salary Range
100,000 — $125,000 USD
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. In 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.
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
2020-2023Business Insurance Magazine Best Places to Work in Insurance2023 Inc. Magazine's Best Workplaces2023 Denver Business Journal's Best Places to Work2022-2023 Connecticut TopWork Places2021-2023 Inc. 5000's List of Fastest Growing Companies2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies2022-2023 Kansas City Business Journal's Best Places to Work2021-2023 Charlotte Business Journal's Best Places to Work2021-2023 Los Angeles Business Journal's Best Places to Work2021-2023 The Salt Lake City Tribune TopWork Places2021-2022 Puget Sound Business Journal's Washington's Best Workplaces2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-largecategory2021 Dallas Business Journal's Best Places to Work2021 Alaska Journal of Commerce's Best Workplaces in AlaskaThis 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.
Salary : $100,000 - $125,000
