Retirement Plans Specialist

Lincoln, NE

Full Time

Midlands Financial

Salaried

About Us

UNICO Group is a client-focused insurance and financial services provider headquartered in Nebraska. We offer a consultative and relational approach to our customized solutions for clients all around the nation.

We take pride in our expertise and know trust can’t be assumed. It has to be earned. And as we earn it, you’ll understand that what we value most are relationships. Our team strives to create connections that are personal, compassionate, and fun. The connections we’ve created and have lead directly to our success.

Job Summary

The Retirement Plans Specialist serves as the client liaison for all Retirement Plans to ensure that all documentation is compliant with ERISA guidelines and plan sponsor and advisor needs are met. Reports to Director of Operations.

And, above all, we look for team members who embody our core values: Professional. Team Player. Positive. Trust.