Retirement Plans Specialist (San Jose, CA)
About The Position
MissionSquare is a financial services corporation founded in 1972, with approximately $79 billion in assets under management and administration and more than 600 employees. The company serves public sector employees through retirement and retiree health savings plans, education, investment options, personalized guidance, and related services. The Retirement Plans Specialist provides on-site service and education to an assigned client base to expand plan enrollment and participation, increase savings, retain participants, and improve investment knowledge. The ideal candidate is located in the San Jose, California metropolitan area.
Requirements
- Series 65 license required.
- Significant knowledge of retirement and investment products, particularly deferred compensation, defined benefit, and defined contribution plans.
- Good understanding of plan provisions and legislative regulations.
- Experience with IRAs, 401(k), 403(b), 401(a), 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 in basic computer skills, 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 strongly preferred; customer-service experience is helpful.
- Direct sales experience desired; experience closing sales preferred, with ability to overcome objections and resistance during sales presentations.
- 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 participant 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, 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.
- 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, incentive programs, benefits, and a 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 encouraging community engagement.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
