Retirement Plans Specialist (St. Louis, MO)
About The Position
MissionSquare is a financial services corporation dedicated to the retirement needs of public sector employees. The Retirement Plans Specialist provides on-site service and education to an assigned client base, with the aim of expanding plan enrollment and participation, increasing savings levels, retaining participants, and enhancing investment knowledge. The role serves clients in the Greater St. Louis, Missouri metropolitan area and includes individual consultations, group presentations, plan reviews, relationship building, client visit coordination, and representing MissionSquare at events.
Requirements
- Series 65 licensing is required.
- Significant knowledge of retirement and investment products, especially deferred compensation and defined benefit and defined contribution plans, including familiarity with plan provisions and legislative regulations.
- Experience with IRAs, 401(k)s, 403(b)s, 401(a) plans, or defined benefit plans.
- Ability to market and service a geographically diverse client base.
- Strong communication, listening, and interpersonal skills; ability to follow directions and make effective group presentations.
- Ability to work independently and as part of a team.
- Proficiency with basic computer tools, including Windows, internet, email systems, Word, Excel, and PowerPoint.
- Strong time-management and organizational skills.
Nice To Haves
- Three to five years of related financial services sales experience is strongly preferred; customer service experience is helpful.
- Direct sales experience and experience closing sales are desired; ability to overcome objections and resistance during sales presentations is necessary.
- Ability to work in a fast-paced, task-oriented environment is preferred.
- Spanish bilingual skills are preferred.
Responsibilities
- Conduct on-site one-on-one consultations to improve participant outcomes in investment education, enrollment, savings rates, outside asset acquisition, and account retention.
- Deliver group presentations on financial and retirement education topics to diverse audiences.
- Host annual plan reviews with employer-plan decision makers, focusing on plan trends, investments, and participant education outcomes.
- Build and maintain positive relationships with plan decision makers, including elected officials, board members, union representatives, and C-suite administrators.
- Schedule, organize, and market daily activities and on-site client visits.
- Meet 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 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 supporting community engagement.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
