Pentegra Retirement Services

The Pentegra name was derived from the words pension + integrity. Integrity is at the foundation of everything we do.

Since its beginning more than 70 years ago, Pentegra has been a company that defines itself more by its values than a particular product or service. We’ve built our business by doing what we do the right way. By putting participants first. By accepting fiduciary responsibility and legal accountability for our work. By correctly representing what we do, what we don’t do, and how much we get paid. By following the rules, no matter how complex. These values serve as the foundation of Pentegra’s culture, character and brand. Responsibility for successful retirement plan outcomes—for our clients, their participants and our partners—is one that we take seriously.

Integrity in all we do. That’s an advantage.

Understanding what makes our retirement plan solutions unique starts with our story. Pentegra is one of the largest and most experienced multiple employer plan providers in the nation. We’ve specialized in multiple employer plan solutions—having sponsored two of the largest multiple employer plans in the United States for over 70 years.

This focused expertise has helped us develop single employer plans from a unique perspective. Which is why with every retirement solution, we bring the same focus—relieving you of the fiduciary and administrative burdens that come with sponsoring a retirement plan.

Comprehensive retirement plan solutions. That’s an advantage.

Pentegra Retirement Services Remote
Aug 27, 2020
Full time
Job Summary:  Internal Sales Representative will work as a team with an experienced Regional Director(s) to develop and maintain relationships with financial advisors and other intermediaries in order to sell Pentegra retirement plan solutions in the Regional Director(s) territory. This position will support the Regional Director(s) in reaching their annual revenue goal each year. Responsibilities : Deliver high quality, responsive service to all inbound requests for information and sales support from advisors and Regional Director(s). This includes but not limited to: proposal and cost analysis production, presentation creation, appointment and conference call scheduling. Conducts outbound calls to follow up on proposals, provide new product information and insight into identifying opportunities and leads. (LinkedIn, blogs, Pentalks). Initiate sales by making personalized outbound calls Supports Regional Director(s) with joint development and execution of...