What are the responsibilities and job description for the Retirement Plans Specialist position at MissionSquare Retirement?
Description
Reach Your Peak with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages over $68 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining MissionSquare's Revenue & Sales Team.
This exciting and rewarding position for the right polished, motivated, and results-oriented individual will provide outcomes based investment and retirement planning education through individual consultations and group presentations. They will build and maintain strong employer relationships with key decision makers, and assist in the identification and expansion of new business opportunities in the territory.
The Retirement Plans Specialist provides on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants in the assigned cases. Considerable travel within the assigned territory is required.
*****BI-LINGUAL SPANISH CANDIDATE PREFERRED, BUT NOT REQUIRED*****
***POSITION REQUIRES RESIDENCY WITHIN THE ASSIGNED TERRITORY (Primarily the territory is the Greater Houston, TX area), AS THE ROLE TYPICALLY INVOLVES 3-4 DAYS OF CLIENT VISITS WEEKLY TO INCLUDE OVERNIGHTS ROUGHLY 25% OF THE TIME***
Essential Functions For This Role Include
- 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 Retirement at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees
Requirements
If you have the following credentials, we encourage you to apply:
- BA/BS or equivalent experience
- 3 years related experience. Financial Services sales experience strongly preferred. Customer service experience is helpful.
- Series 65, as well as Life, Health & Variable Annuity Licenses at the date of hire or within 120 days of hire.
- 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 necessary
- Strong communication, listening, interpersonal skills, and ability to follow directions necessary. 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
- Ability to work in a fast-paced, task-oriented environment preferred
For your well-being, we offer a solid compensation and benefits package that features a competitive salary, a straight-forward incentive plan that rewards results, and a 401(k) Plan. For your career, we offer tuition reimbursement, professional development courses, seminars, career enrichment assignments, mentoring programs and a record of enterprise growth that creates continuing opportunities for career advancement. Consider MissionSquare Retirement, and respond in strictest confidence. MissionSquare Retirement is an Equal Opportunity Employer that values diversity in the workplace. Minorities and women are encouraged to apply. We look forward to hearing from you.
