Retirement Plans Specialist (San Jose, CA)

LE_ICMA-RC International City Management Association Retirement Corporation; California; Hybrid; USD 85,000 - 127,000; Full time

Benefits offered by this job

Competitive total rewards

Hybrid work schedules

Tuition reimbursement

Professional and career development

Wellness programs

Volunteerism initiatives

Job summary

MissionSquare is seeking a Retirement Plans Specialist in the San Jose, CA area. The role involves conducting on-site consultations, delivering education sessions, and hosting plan reviews to improve participant outcomes.

The successful candidate will have 3–5 years in financial services sales, Series 65 licensing, and strong presentation skills, with a preference for Spanish bilingual applicants. Hybrid work schedules and competitive benefits are offered.

Qualifications

• 3–5 years related experience in financial services sales preferred.
• Series 65 licensing required.
• Knowledge of retirement and investment products incl. deferred comp plans.
• Ability to market and service a geographically diverse client base.
• Spanish bilingual preferred.

Responsibilities

• Conduct one-on-one consultations on-site at employers with participants.
• Give group education presentations on retirement topics.
• Host annual plan reviews with employer decision makers.
• Build relationships with plan sponsors and administrators.
• Record daily activity in CRM systems and follow up on opportunities.
• Represent MissionSquare at events promoting retirement security.

Skills

Financial services sales

Customer service

Strong communication

Independent work

Spanish bilingual

Group presentations

Tools

Windows

MS Word

MS 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.

Retirement Plans Specialist

Ideal candidate geographic location is San Jose, CA metropolitan area

$84,880.00 - $127,330.00

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.

Click here to learn more about MissionSquare’s benefits.

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.

MissionSquare has been partnering with public sector workers to help achieve their financial goals for over 50 years. Through personalized service and thoughtful planning, we’ve built lasting relationships with millions of Americans, adapting to their evolving needs. Today, we are broadening our set of capabilities to deliver not just workplace retirement plans, but comprehensive wealth management services as well. This expansion will help individuals and families achieve their full range of financial goals and enables employers to support the overall financial wellness of their workforce. We are excited to continue providing outstanding service, effortless technology, and quality investments. We’re big enough to deliver on diverse financial needs, yet small enough to provide exceptional care and connection. We’re committed to excellence in every aspect of our service to participants, plan sponsors, and consultants. Together with our clients, we’ve been honored by numerous organizations for our work, including our digital solutions, marketing and communications campaigns, retirement plan designs and administration, community initiatives, and commitment to being a top workplace. To see awards and recognition, click here. At MissionSquare, we believe people work best when they feel connected to the work they do. We’re driven by our mission to help all individuals build retirement security, and our culture reflects our commitment to service and to fostering a sense of community in our workplace that values and respects diverse perspectives and innovative thinking.