Retirement Plans Specialist

DescriptionReach 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 MissionSquares 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 REQUIREDPOSITION 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 IncludeConduct 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 constituenciesHost Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomesBuild and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administratorsProactively schedule, organize and effectively market all daily activities and onsite client visitsExceed all assigned production, activity, and service related goalsRecord all daily activity in contact management systems accuratelyIdentify and refer new group or individual business opportunities to the appropriate managerRepresent MissionSquare Retirement at benefit fairs, conferences, and other special events which promote building retirement security for public sector employeesRequirementsIf you have the following credentials, we encourage you to apply:BA/BS or equivalent experience3+ 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 regulationsExperience with IRAs, 401ks, 403b, 401a, or DB plansDemonstrated ability to effectively market and service a geographically diverse client baseDirect sales experience desired with experience in closing the sale preferred. Ability to overcome objections and resistance during sales presentation necessaryStrong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective group presentationsAbility to work independently as well as in a team environmentDemonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power PointStrong time management and organizational skillsAbility to work in a fast-paced, task-oriented environment preferredFor 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.

Created: 2025-03-12