Retirement Plan Advisor — Strategic Client Solutions
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-08-28
Listing for:
IMA Financial Group, Inc.
Full Time
position Listed on 2026-08-28
Job specializations:
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Finance & Banking
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Sales
Job Description & How to Apply Below
IMA Financial Group, Inc. in Bellevue, WA is seeking a dynamic senior sales professional to grow our retirement plan services portfolio.
You will use a consultative approach to identify client needs and present tailored solutions, while collaborating with Investment Team and Retirement Plan Managers to ensure a consistent client experience. With a Bachelor's degree and 3+ years of retirement plan sales, you will navigate ERISA knowledge, FINRA 65, and licenses, travel 25-50%, and leverage MS
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