Onsite Retirement Plans Consultant - Sacramento Area

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

Benefits offered by this job

Competitive Total Rewards package

Flexible and hybrid work schedules

Tuition reimbursement

Professional and career development

Comprehensive 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, expanding plan enrollment and increasing participant savings. The role focuses on engaging participants, presenting on retirement topics, and maintaining strong relationships with employer decision makers.

Ideal candidates have 3-5 years in financial services sales, Series 65 licensing, and deep knowledge of retirement plans (IRAs/401(k)/403(b)/DB).

Qualifications

• 3-5 years of related experience in financial services sales.
• Series 65 licensing required.
• Significant knowledge of retirement and investment products.
• Experience with IRAs, 401k, 403b, 401a, or DB plans.
• Spanish bilingual preferred.

Responsibilities

• Conduct one-on-one consultations on-site at employers, engaging participants and improving outcomes in investment education, enrollment, savings rates, and retention.
• Give group education presentations on a wide variety of financial and retirement topics.
• Host Annual Plan Reviews with employer key decision makers on plan trends and participant education outcomes.
• Build and maintain relationships with plan level decision makers (e.g., officials, boards, union reps).
• Proactively schedule and market daily activities and onsite visits.
• Exceed 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, conferences, and events promoting retirement security.

Skills

Financial services sales

Customer service

Strong communication

Spanish bilingual

Job description

MissionSquare is seeking a Retirement Plans Specialist to provide on-site service and education to a designated client base, expanding plan enrollment and increasing participant savings. The role focuses on engaging participants, presenting on retirement topics, and maintaining strong relationships with employer decision makers.

Ideal candidates have 3-5 years in financial services sales, Series 65 licensing, and deep knowledge of retirement plans (IRAs/401(k)/403(b)/DB).