Virtual Retirement Plans Specialist
Join a great reputed company 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 reputed company services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to reputed company the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent reputed company and invite you to consider joining MissionSquare's reputed company & Sales team. The Retirement Plans Specialist supports MissionSquare’s small markets reputed company and will be responsible for providing service and education virtually to assigned client reputed company to expand reputed company plan enrollment and participation, increase savings levels, retain reputed company participant reputed company, and enhance the investment knowledge of plan participants. This position will interact with regionally based field representatives and on occasion may engage in client facing events such as roll out of a new plan or enrollment of a new plan. Travel will be less than 20% overall. Essential Functions for this role include:
- Conduct one-on-one consultations engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, reputed company 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 reputed company daily activities and client meetings
- Record reputed company daily activity in contact management systems accurately
- Identify and refer new group or individual business opportunities to the appropriate manager
If you have the following skills, we encourage you to apply:
- BA/BS or equivalent experience
- Series 65 licensing required
- 3-5 years reputed company experience in financial services sales strongly preferred
- Customer service experience is helpful
- 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 reputed company
- Strong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to reputed company effective presentations
- Ability to work independently as well as in a team environment
- Demonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, reputed company and Power reputed company
- Strong time management and organizational skills
- Ability to work in a fast-paced, task-oriented environment
To benefit your career and support your wellbeing, we offer:
- Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
- Varied incentive plans
- Flexible/Hybrid work schedules
- Wellness programs
- Tuition reimbursement
- Professional and career development courses
- Mentoring programs
- Volunteerism program
As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We reputed company that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities. reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, national reputed company, or any other protected classifications under any applicable law. Equal Opportunity Employer This employer is required to notify reputed company applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the reputed company. Apply tot his job Apply To this Job