Retirement Plans Specialist

About the role

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.

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.

Requirements

• 3-5 years related experience in financial services sales strongly preferred.
• Customer service experience is helpful.
• Series 65 licensing required.
• Sigificant 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.
• Strong time management and organizational skills.
• 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.
• Ability to work in a fast-paced, task-oriented environment preferred.
• Spanish bilingual preferred.

Qualifications

• High school diploma or equivalent.
• Valid driver's license and reliable transportation.

Skills

• Excellent verbal and written communication skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite.
• Knowledge of retirement and investment products.
• Ability to handle sensitive and confidential information.

Benefits

To benefit your career and support your wellbeing, we offer:

• A competitive total rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions.
• A flexible and hybrid work schedule to support work-life balance.
• Tuition reimbursement to support continued education.
• Professional and career development opportunities, including courses and certifications.
• A comprehensive wellness program promoting physical, mental, and emotional health.
• Volunteerism initiatives to encourage community engagement.

Pay

$84,880.00 - $127,330.00

Schedule

Full-time position.