Virtual Retirement Plans Specialist

MissionSquare Retirement; Washington (District of Columbia); Remote; USD 85,100 - 127,700; Full time

Benefits offered by this job

Competitive Total Rewards package

Flexible/Hybrid work schedules

Wellness programs

Tuition reimbursement

Professional and career development courses

Job summary

MissionSquare Retirement is seeking a Virtual Retirement Plans Specialist to support its small markets segment. This role involves providing virtual services and education to clients to enhance retirement plans' enrollment and investment knowledge. The ideal candidate will have extensive experience in financial services sales, hold a Series 65 license, and possess strong 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.

Responsibilities

• Conduct one-on-one consultations engaging participants to improve their outcomes.
• Give group education presentations on financial and retirement topics.
• Build and maintain positive working relationships with key decision makers.

Skills

Communication

Customer service

Time management

Interpersonal skills

Presentation skills

Education

BA/BS or equivalent experience

Tools

Windows

Word

Excel

PowerPoint

Job description

Join to apply for the Virtual Retirement Plans Specialist role at MissionSquare Retirement

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Join to apply for the Virtual Retirement Plans Specialist role at MissionSquare Retirement

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's Revenue & Sales team.

Job Details

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's Revenue & Sales team.

The Retirement Plans Specialist supports MissionSquare’s small markets segment and will be responsible for providing service and education virtually 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.

This position will interact with regionally based field representatives and on occasion may engage in client facing events such as roll out of a new plan or enrollment of a new plan. Travel will be less than 20% overall.

Essential Functions For This Role Include

• Conduct one-on-one consultations 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 client meetings
• Record all daily activity in contact management systems accurately
• Identify and refer new group or individual business opportunities to the appropriate manager
  
  

If you have the following skills, we encourage you to apply:

• BA/BS or equivalent experience
• Series 65 licensing required
• 3-5 years related experience in financial services sales strongly preferred
• Customer service experience is helpful
• 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
• Strong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective 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
  
  

To benefit your career and support your wellbeing, we offer:

• Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
• Varied incentive plans
• Flexible/Hybrid work schedules
• Wellness programs
• Tuition reimbursement
• Professional and career development courses
• Mentoring programs
• Volunteerism program
  
  

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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