Hybrid Onsite Retirement Plans Advisor

MissionSquare; Illinois; Hybride; USD 85 000 - 127 000; Plein temps

Avantages offerts par ce poste

Competitive Total Rewards package

Flexible and hybrid work schedules

Tuition reimbursement

Professional and career development

Comprehensive wellness programs

Volunteerism initiatives

Résumé du poste

MissionSquare, a financial services company focused on public sector retirement programs, is hiring a Retirement Plans Specialist in the Greater Chicago area. You will provide on-site service and education to a diverse client base, driving enrollment and boosting participant knowledge.

Ideal candidates have 3–5 years in financial services, Series 65, strong communication, and a willingness to travel locally. Spanish bilingual abilities are a plus; hybrid work helps work-life balance.

Qualifications

• 3-5 years related experience in financial services sales strongly preferred. Customer service experience is helpful.
• Series 65 licensing required.
• Significant knowledge of retirement and investment products with an emphasis on deferred compensation defined benefit and defined contribution plans.
• 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.
• Strong communication, listening, interpersonal skills, and ability to follow directions necessary.
• 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.
• Spanish bilingual preferred.

Responsabilités

• 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 at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees
• Perform other duties as assigned.

Connaissances

Sales experience

Communication skills

Time management

Organizational skills

Bilingual Spanish

Outils

Windows

Microsoft Word

Microsoft Excel

PowerPoint

Internet

Description du poste

MissionSquare, a financial services company focused on public sector retirement programs, is hiring a Retirement Plans Specialist in the Greater Chicago area. You will provide on-site service and education to a diverse client base, driving enrollment and boosting participant knowledge.

Ideal candidates have 3–5 years in financial services, Series 65, strong communication, and a willingness to travel locally. Spanish bilingual abilities are a plus; hybrid work helps work-life balance.