Retirement Plans Specialist
Posted 2 months ago Expired
This job has expired
Looking for a job like Retirement Plans Specialist in or near Washington, WA? Upload your resume and we'll notify you when similar positions become available.
Upload Your ResumeAbout This Role
Provide on-site service and education to clients to expand plan enrollment, increase savings, and enhance investment knowledge for public sector employees.
Responsibilities
- Conduct one-on-one consultations on-site at employers, engaging participants and improving their outcomes in 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
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
- Strong communication, listening, interpersonal skills
- Ability to follow directions
- 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
Qualifications
- 3-5 years related experience in financial services sales strongly preferred
Nice to Have
- Customer service experience is helpful
- Ability to work in a fast-paced, task-oriented environment preferred
Skills
* Required skills
Benefits
About MissionSquare
MissionSquare is a financial services corporation with approximately $79 billion in assets under management and administration, dedicated to the retirement needs of public sector employees. They focus on delivering results-oriented retirement and retiree health savings plans, education, investment o...