Retirement Plans Specialist
About The Position
Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.
Requirements
- 3-5 years related experience in financial services sales strongly preferred. Customer service experience is helpful.
- 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
- Direct sales experience desired with experience in closing the sale preferred. 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
