Retirement Plans Specialist
About The Position
MissionSquare is a financial services corporation dedicated to the retirement needs of public sector employees. With approximately $79 billion in assets under management and administration and over 600 employees, MissionSquare focuses on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants. The company strives to make the administration of retirement programs as easy and cost-effective as possible and is looking for a Retirement Plans Specialist to join their team. This role is ideal for someone looking to grow their career and who believes the position aligns with their career goals and qualifications. The ideal candidate's geographic location is the Greater Fresno, CA metropolitan area.
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.
- 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
- 3-5 years related experience in financial services sales strongly preferred.
- Customer service experience is helpful.
- 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
