On-Site Retirement Plans Educator

MissionSquare; Missouri; Hybrid; USD 85,000 - 127,000; Full time

Benefits offered by this job

401(k) with matching

Hybrid work schedules

Tuition reimbursement

Professional development opportunities

Wellness programs

Volunteerism initiatives

Job summary

MissionSquare in Greater St. Louis, MO area seeks a Retirement Plans Specialist to deliver on-site service and education to a client base, expanding enrollment, boosting savings, and enhancing participant investment knowledge.

The role requires 3–5 years in financial services sales, Series 65, and strong presentation skills. Hybrid work options and a robust total rewards package support career growth.

Qualifications

• 3–5 years related experience in financial services sales strongly preferred.
• 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.
• Demonstrated ability to make effective group presentations.
• Ability to work independently as well as in a team environment.
• Proficiency in basic computer skills: Windows, internet, email, Word, Excel, Power Point.
• Strong time management and organizational skills.
• Ability to work in a fast-paced, task-oriented environment.

Responsibilities

• Conduct one-on-one consultations on-site at employers, engaging participants and improving outcomes in investment education, enrollment, savings rates, outside asset acquisition, and account retention.
• Give group education presentations on financial and retirement topics to diverse constituencies.
• Host Annual Plan Reviews with key decision makers focusing on plan trends, investment, and participant education outcomes.
• Build and maintain relationships with plan-level decision makers including officials, board members, union representatives, and C-suite administrators.
• Schedule, organize and market daily activities and on-site client visits.
• Exceed all assigned production, activity, and service-related goals.
• Record daily activity in CRM systems accurately.
• Identify and refer new group or individual business opportunities.
• Represent MissionSquare at benefit fairs and events promoting retirement security for public sector employees.
• Perform other duties as assigned.

Skills

Financial services sales

Series 65

Retirement products knowledge

Group presentations

Spanish bilingual

Customer service

Job description

MissionSquare in Greater St. Louis, MO area seeks a Retirement Plans Specialist to deliver on-site service and education to a client base, expanding enrollment, boosting savings, and enhancing participant investment knowledge.

The role requires 3–5 years in financial services sales, Series 65, and strong presentation skills. Hybrid work options and a robust total rewards package support career growth.