Onsite Retirement Plans Advisor & Education Champion

LE_ICMA-RC International City Management Association Retirement Corporation; Illinois; Hybrid; USD 85,000 - 127,000; Full time

Benefits offered by this job

Hybrid work schedules

401(k) plan with matching

Tuition reimbursement

Wellness programs

Volunteerism initiatives

Job summary

MissionSquare is seeking a Retirement Plans Specialist to provide on-site service and education to a designated client base in the Greater Chicago area. You will drive plan enrollment, boost participation, and raise retirement savings awareness through personalized consultations and group presentations.

Your role requires strong communication skills, 3–5 years in financial services sales, and Series 65 licensing.

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 emphasis on deferred compensation defined benefit and defined contribution plans.
• Experience with IRAs, 401ks, 403b, 401a, or DB plans.
• Demonstrated ability to market and service a geographically diverse client base.
• Direct sales experience desired with closing sales experience.
• Ability to overcome objections during sales presentations.
• Strong communication, listening, interpersonal skills.
• Spanish bilingual preferred.

Responsibilities

• Conduct one-on-one consultations on-site at employers, engaging participants and improving their outcomes in 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.

Skills

Series 65 licensing

Retirement products

Sales experience

Communication skills

Spanish bilingual

Customer service

On-site client service

Tools

MS Word

MS Excel

MS PowerPoint

MS Outlook

Job description

MissionSquare is seeking a Retirement Plans Specialist to provide on-site service and education to a designated client base in the Greater Chicago area. You will drive plan enrollment, boost participation, and raise retirement savings awareness through personalized consultations and group presentations.

Your role requires strong communication skills, 3–5 years in financial services sales, and Series 65 licensing.