Retirement Plans Specialist

MissionSquare; Rockford (IL); 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

Wellness programs

Volunteerism initiatives

Job summary

MissionSquare in the Greater Chicago area seeks a results-driven financial services professional to conduct on-site consultations, deliver retirement education to diverse clients, and lead annual plan reviews for employer-sponsored plans. You will build relationships with plan sponsors, promote enrollment strategies, and drive growth of retirement solutions.

Ideal candidates have 3–5 years of related experience, Series 65 licensing, and strong sales and customer service skills; Spanish bilingual

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, 401(k)s, 403(b), 401(a), or DB plans.
• Demonstrated ability to market and service a geographically diverse client base.

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 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 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 events promoting retirement security for public sector employees
• Perform other duties as assigned.

Skills

Sales experience

Strong communication

Spanish bilingual

Education

Series 65 licensing required

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 - $127,330.00

Employment Type Full-time

Ideal candidate geographic location is Greater Chicago, IL metropolitan area

Essential Functions For This Role Include

• Conduct 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 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.

Credentials

• 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 regulations
• 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. Ability to overcome objections and resistance during sales presentation necessary
• 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
• Demonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power Point
• Strong time management and organizational skills
• Ability to work in a fast-paced, task-oriented environment preferred
• Spanish bilingual preferred.

Benefits

• Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
• Flexible and hybrid work schedules to support work-life balance
• Tuition reimbursement to support continued education
• Professional and career development opportunities, including courses and certifications
• Comprehensive wellness programs promoting physical, mental, and emotional health
• Volunteerism initiatives to encourage community engagement

Equal Employment Opportunity

As 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.