Retirement Plans Specialist

About 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