Retirement Plans Specialist (Fresno, CA)

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

Job summary

MissionSquare in California is seeking a Retirement Plans Specialist to provide on-site service and education to assigned client bases, expanding plan enrollment, increasing savings, retaining participants, and improving investment knowledge. The ideal candidate will have 3-5 years of financial services sales experience, Series 65 licensing, and a strong ability to communicate across diverse groups.

The role offers flexible hybrid schedules and strong opportunities for professional growth within

Qualifications

• 3–5 years related experience in financial services sales.
• Series 65 licensing required.
• Significant knowledge of retirement and investment products.

Responsibilities

• Conduct on-site consultations at employers to educate participants on investment education, enrollment, savings rates, and account retention.
• Give group education presentations on retirement topics to diverse audiences.
• Lead Annual Plan Reviews with employer decision makers to discuss plan trends and outcomes.
• Build relationships with plan stakeholders including officials, board members, and executives.
• Schedule and market daily activities and client visits.
• Record daily activity in CRM accurately.
• Identify and refer new business opportunities to management.
• Represent MissionSquare at benefits fairs and conferences.

Skills

Financial services sales

Customer service

Communication skills

Time management

Spanish bilingual

Independent work

Education

Series 65 licensing

Tools

Windows

Internet

Email systems

Word

Excel

PowerPoint

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

Excited to grow your career?

At MissionSquare, we are committed to supporting the professional growth of our employees. Whenever possible, we prioritize internal talent by encouraging our associates to explore new opportunities within the organization before seeking external candidates.

Ideal candidate geographic location is Greater Fresno, CA metropolitan area

The 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 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.

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 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.

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 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.