Retirement Plans Specialist

MissionSquare

4d • $84,880 - $127,330 • Hybrid

About The Position

The Retirement Plans Specialist will be responsible for providing on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants. Territory is primarily Greater Spokane, with some accounts also located in Idaho and Montana.

Requirements

• Series 65 licensing required.
• Significant knowledge of retirement and investment products with an emphasis on deferred compensation defined benefit and defined contribution plans.
• Good understanding of specific plan provisions and legislative regulations.
• Experience with IRAs, 401ks, 403b, 401a, or DB plans.
• Demonstrated ability to effectively market and service a geographically diverse client base.
• Ability to overcome objections and resistance during sales presentation necessary.
• Strong communication, listening, interpersonal skills, and ability to follow directions necessary.
• Demonstrated ability to make effective group presentations.
• Ability to work independently as well as in a team environment.
• Demonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power Point.
• Strong time management and organizational skills.

Nice To Haves

• 3-5 years related experience in financial services sales strongly preferred.
• Customer service experience is helpful.
• Direct sales experience desired with experience in closing the sale preferred.
• Ability to work in a fast-paced, task-oriented environment preferred.
• Spanish bilingual preferred.

Responsibilities

• Conduct one-on-one consultations on-site at employers, engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, outside asset acquisition, and account level retention.
• Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies
• Host Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomes
• Build and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administrators
• Proactively schedule, organize and effectively market all daily activities and onsite client visits
• Exceed all assigned production, activity, and service-related goals
• Record all daily activity in contact management systems accurately
• Identify and refer new group or individual business opportunities to the appropriate manager
• Represent MissionSquare at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees
• Perform other duties as assigned.

Benefits

• Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
• Flexible and hybrid work schedules to support work-life balance
• Tuition reimbursement to support continued education
• Professional and career development opportunities, including courses and certifications
• Comprehensive wellness programs promoting physical, mental, and emotional health
• Volunteerism initiatives to encourage community engagement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed