Retirement Plans Specialist (Sacramento, CA)

MissionSquare • California - Remote, CA

2d • $84,880 - $127,330 • Hybrid

About The Position

MissionSquare is seeking a Retirement Plans Specialist to provide on-site service and education to an assigned client base in the Greater Sacramento, California metropolitan area. The role supports public sector employees by expanding plan enrollment and participation, increasing savings levels, retaining participants, and enhancing their investment knowledge. The position serves employer-sponsored retirement plans and their participants through individual consultations, group presentations, annual plan reviews, and relationship-building with plan decision makers. The role also involves organizing and marketing client visits, meeting production and service goals, recording activity, identifying business opportunities, and representing MissionSquare at events.

Requirements

• Series 65 license required.
• Significant knowledge of retirement and investment products, especially deferred compensation and defined benefit and defined contribution plans.
• Good understanding of specific plan provisions and legislative regulations.
• Experience with IRAs, 401(k)s, 403(b)s, 401(a) plans, or defined benefit plans.
• Ability to effectively market and service a geographically diverse client base.
• Strong communication, listening, and interpersonal skills, and ability to follow directions.
• Demonstrated ability to make effective group presentations.
• Ability to work independently and in a team environment.
• Proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel, and PowerPoint.
• Strong time management and organizational skills.

Nice To Haves

• 3–5 years of related financial services sales experience strongly preferred; customer service experience is helpful.
• Direct sales experience desired, with experience closing sales preferred; ability to overcome objections and resistance during sales presentations is necessary.
• Ability to work in a fast-paced, task-oriented environment preferred.
• Spanish bilingual ability preferred.

Responsibilities

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

Benefits

• Competitive total rewards package, including base pay and incentive programs.
• 401(k) plan with matching contributions.
• Flexible and hybrid work schedules.
• Tuition reimbursement.
• Professional and career development opportunities, including courses and certifications.
• Comprehensive wellness programs promoting physical, mental, and emotional health.
• Volunteerism initiatives.

What This Job Offers

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