Retirement Analyst

International Catalyst Services, LLC; San Diego (CA); On-site; USD 40,000 - 75,000; Full time

Job summary

An organization in the retirement services sector seeks a professional to support Client Executives and Managers in managing employer-sponsored retirement plans. The role includes analyzing proposals, preparing presentations, and maintaining client relationships through exceptional service. Candidates should be detail-oriented with strong communication skills and at least three years of relevant experience in retirement planning.

Benefits

Health and Welfare Benefits

Tuition Assistance

401K Savings

Employee Assistance Programs

Qualifications

• Minimum of three years securities background in retirement planning.
• Excellent verbal and written communication skills with oral presentation ability.
• Strong proficiency in Microsoft Office applications.

Responsibilities

• Assist with retirement plan provider selection and administration tasks.
• Conduct employee open enrollment meetings.
• Coordinate materials for presentations with Client Managers.

Skills

Communication Skills

Problem Solving

Math Skills

Detail-Oriented

Multi-tasking

Team Player

Education

College Graduate

Series 6 & 63 Securities License

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Summary

Under supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned.

Essential Duties & Responsibilities

• Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.
• Prepare administration pricing of accounts.
• Analyze proposals, inclusive of costs and benefits.
• Review with Client Executives, Principals and/or Client Managers the results of the bidding process.
• Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented.
• Maintain and organize the customer relationship management system, Salesforce. .
• Track Plan Transfers and Broker of Record changes.
• Coordinate and prepare materials required for formal presentation by Client Executives, Principals and/or Client Managers.
• Accompany Client Executives, Principals and/or Client Managers on off-site presentations.
• Prepare and coordinate announcement material for enrollment process on sold or transferred business.
• Work with Carrier Representatives to coordinate all activity for a smooth implementation of new plans.
• Conduct employee open enrollment meetings.
• Attend sales meetings as requested.
• Coordinate “Administrative Installation” with plan provider representatives. Accompany the plan provider representative to meetings.
• Prepare files and other records needed for MMA.
• Keep abreast of the marketplace.
• Maintain the professional standards established of MMA when working with clients.
• Share information with Benefit Analysts and others to create a first-rate network of information within the Department.
• All other duties as assigned.

Education and/or Experience

• Requires a college graduate and/or minimum of three years securities background, preferably within the qualified retirement planning arena.
• Obtain or maintain a valid, unrestricted Series 6 & 63 securities license through the FINRA and meet the continuing education requirements.
• Excellent communication skills, both verbal and written with the ability to do oral presentations.
• Above average analyzing, problem solving and planning techniques are essential.
• Strong math skills are required.
• Must be dependable and a good team player.
• Must be detail-oriented and have the ability to multi-task.
• Ability to maintain confidentiality with client information.
• Ability to exercise independent judgment and initiative within established guidelines.
• Strong proficiency in Microsoft Word, Excel and PowerPoint. Average skill in navigating the Internet.
• A valid California Drivers License & a dependable transportation required.

Work Environment & Physical Demands

• Ability to use computer keyboard and sit in a stationary position for extended periods.
• Work is performed in a typical interior/office work environment.

#LI-DNI

The applicable base salary range for this role is $40,200 to $74,900.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.