Retirement Plans Specialist (San Jose, CA)

MissionSquare; San Jose (CA); Hybrid; USD 85,000 - 127,000; Full time

Benefits offered by this job

Flexible work schedule

Hybrid work arrangements

Tuition reimbursement

Career development opportunities

Wellness programs

Volunteerism initiatives

Job summary

MissionSquare in San Jose, CA, is seeking a Retirement Plans Specialist to deliver on-site service and education to a local client base, expanding enrollment and savings levels while boosting plan knowledge. The role emphasizes direct client engagement, retirement education, and solid knowledge of retirement products.

The ideal candidate has 3–5 years in financial services sales with Series 65 licensing and strong presentation skills.

Qualifications

• 3–5 years related experience in financial services sales.
• Series 65 licensing required.
• Significant knowledge of retirement and investment products with emphasis on defined benefit and defined contribution plans.
• Experience with IRAs, 401k, 403b, 401a, or DB plans.
• Direct sales experience desired with closing sales experience preferred.
• Strong communication, listening, interpersonal skills, and ability to follow directions.
• Spanish bilingual preferred.

Responsibilities

• Conduct on-site one-on-one consultations at employers, educating participants on investment education, enrollment, savings rates, and retention.
• Give group education presentations on retirement topics to diverse audiences.
• Host Annual Plan Reviews with employer decision makers focusing on plan trends, investment, and education outcomes.
• Build and maintain relationships with plan level decision makers including officials, board members, unions, and executives.
• Proactively schedule, organize and market daily activities and onsite client visits.
• Represent MissionSquare at benefit fairs, conferences and other events promoting retirement security.

Skills

Sales experience

Series 65

Retirement products knowledge

IRAs/401k/403b experience

Direct sales experience

Communication skills

Time management

Spanish bilingual (preferred)

Tools

Windows

Word

Excel

PowerPoint

Job description

Retirement Plans Specialist (San Jose, CA)### Retirement Plans Specialist (San Jose, CA)Apply: California - Remote: Full time: Posted 6 Days Ago: R100243Join 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 - $127,330.00Join 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**Ideal candidate geographic location is San Jose, 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*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.**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.