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Retirement Plans Specialist (San Luis Obispo, CA)

Company: MissionSquare Retirement
Location: San Luis Obispo
Posted on: September 11, 2022

Job Description:

Be a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between employers. Today, MissionSquare Retirement serves more than 1.5 million participant accounts, and more than 9,000 retirement plans across the country. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Revenue & Sales Team. The Retirement Plans Specialist will provide 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 in the assigned cases. Considerable travel within the assigned territory is required. 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 Retirement at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees 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 and state life insurance licensing required. FINRA Series 6 or 7, 63 helpful and may be 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 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 Retirement 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. Positions at this location require a COVID-19 vaccination. Offers of employment are conditioned upon the successful candidate providing proper proof of vaccination status prior to employment and pursuant to applicable law. Education
Bachelors Degree or better
Licenses & Certifications
State Life Insurance Lic
FINRA Series 65

Keywords: MissionSquare Retirement, San Luis Obispo , Retirement Plans Specialist (San Luis Obispo, CA), Other , San Luis Obispo, California

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