Retirement Plans Specialist

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

Benefits offered by this job

Competitive Total Rewards package

Hybrid work schedules

Tuition reimbursement

Professional and career development

Job summary

MissionSquare is a financial services company focused on retirement and health savings plans for public sector employees. The Retirement Plans Specialist will provide on-site service and education to assigned clients to expand enrollment, increase savings, and raise investment knowledge for plan participants.

Ideal candidates have 3-5 years in financial services sales, Series 65 licensing, and strong presentation and communication skills.

Qualifications

• 3-5 years related experience in financial services sales strongly preferred.
• Series 65 licensing required.
• Significant knowledge of retirement and investment products with emphasis on deferred compensation defined benefit and defined contribution plans.
• Direct sales experience desired with experience in closing the sale.

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 level retention.
• Give group education presentations on a wide variety of financial and retirement education topics to diverse constituencies.
• Host Annual Plan Reviews with key decision makers of employer sponsored retirement plans focusing on plan trends, investment, and participant education outcomes.
• Build and maintain positive 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

Financial services sales

Retirement education

Group presentations

On-site client consultations

Spanish bilingual

Communication skills

Teamwork

Tools

Windows

Excel

PowerPoint

Word

CRM systems

Email systems

Job description

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.$84,880.00 - $127,330.00Employment type:Full-timeJob descriptionJoin a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.$84,880.00 - $127,330.00Ideal candidate geographic location is Greater Chicago, IL metropolitan areaThe Retirement Plans Specialist will be responsible for providing on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants.Essential Functions For This Role IncludeConduct 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 constituenciesHost Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomesBuild and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administratorsProactively schedule, organize and effectively market all daily activities and onsite client visitsExceed all assigned production, activity, and service-related goalsRecord all daily activity in contact management systems accuratelyIdentify and refer new group or individual business opportunities to the appropriate managerRepresent MissionSquare at benefit fairs, conferences, and other special events which promote building retirement security for public sector employeesPerform other duties as assigned.If you have the following credentials, we encourage you to apply: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. Good understanding of specific plan provisions and legislative regulationsExperience with IRAs, 401ks, 403b, 401a, or DB plansDemonstrated ability to effectively market and service a geographically diverse client baseDirect sales experience desired with experience in closing the sale preferred. Ability to overcome objections and resistance during sales presentation necessaryStrong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective group presentationsAbility to work independently as well as in a team environmentDemonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power PointStrong time management and organizational skillsAbility to work in a fast-paced, task-oriented environment preferredSpanish bilingual preferred.To benefit your career and support your wellbeing, we offer:Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributionsFlexible and hybrid work schedules to support work-life balanceTuition reimbursement to support continued educationProfessional and career development opportunities, including courses and certificationsComprehensive wellness programs promoting physical, mental, and emotional healthVolunteerism initiatives to encourage community engagementEqual Employment OpportunityAs a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. To benefit your career and support your wellbeing, we offer:Competitive Total Rewards package , including base pay, incentive programs, benefits, and a 401(k) plan with matching contributionsFlexible and hybrid work schedules to support work-life balanceTuition reimbursement to support continued educationProfessional and career development opportunities , including courses and certificationsComprehensive wellness programs promoting physical, mental, and emotional healthVolunteerism initiatives to encourage community engagementEqual Employment OpportunityAs a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.