Retirement Plans Specialist (Fresno, CA)

MissionSquare • California - Remote, CA

2d • $84,880 - $127,330 • Hybrid

About The Position

The Retirement Plans Specialist provides on-site service and education to an assigned client base to expand plan enrollment and participation, increase savings levels, retain participants, and improve their investment knowledge. The role involves individual consultations, group education, plan reviews, relationship building with plan decision makers, and representing MissionSquare at events. The ideal candidate is located in the Greater Fresno, California metropolitan area.

Requirements

• Series 65 licensing is required.
• Significant knowledge of retirement and investment products, especially deferred compensation, 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 market and service a geographically diverse client base effectively.
• Strong communication, listening, and interpersonal skills, and ability to follow directions.
• Ability to make effective group presentations.
• Ability to work independently and in a team environment.
• Proficiency with 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 is strongly preferred; customer service experience is helpful.
• Direct sales experience is desired, with sales-closing experience preferred; 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 investment education, enrollment, savings rates, outside asset acquisition, and account retention.
• Deliver group presentations on financial and retirement education topics to diverse constituencies.
• Host annual plan reviews with key decision makers, focusing on plan trends, investments, and participant education outcomes.
• Build and maintain positive relationships with plan-level decision makers, including elected officials, board members, union representatives, and C-suite administrators.
• 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 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