Retirement Plans Specialist

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Deliver on-site services and educational resources to the assigned client base to enhance enrollment and participation in current plans.

• Boost savings levels, retain existing participants, and improve the investment knowledge of plan participants.

• Conduct individual consultations at employer locations, engaging participants to improve their outcomes in investment education, enrollment, savings rates, outside asset acquisition, and account retention.

• Facilitate group educational presentations covering a wide range of financial and retirement topics for diverse audiences.

• Conduct Annual Plan Reviews with key decision-makers of employer-sponsored retirement plans, focusing on plan trends, investments, and educational outcomes for participants.

• Establish and sustain positive relationships with key decision-makers at the plan level, including elected officials, board members, union representatives, and C-suite executives.

• Proactively schedule, organize, and effectively promote all daily activities and on-site client visits.

• Surpass all assigned production, activity, and service-related targets.

• Accurately record all daily activities in contact management systems.

• Identify and refer new group or individual business prospects to the relevant manager.

• Represent MissionSquare at benefit fairs, conferences, and other events aimed at enhancing retirement security for public sector employees.

• Execute other duties as assigned.

⛳️ Requirements

• 3-5 years of relevant experience in financial services sales is highly preferred.

• Customer service experience is beneficial.

• Series 65 licensing is required.

• Extensive knowledge of retirement and investment products, particularly deferred compensation defined benefit and defined contribution plans.

• Strong understanding of specific plan provisions and legislative regulations.

• Experience with IRAs, 401(k)s, 403(b)s, 401(a)s, or DB plans.

• Proven ability to effectively market and service a geographically diverse client base.

• Direct sales experience is desirable, with a preference for candidates who have experience closing sales.

• Capability to overcome objections and resistance during sales presentations is essential.

• Excellent communication, listening, interpersonal skills, and the ability to follow directions are necessary.

• Proven ability to deliver effective group presentations.

• Ability to work independently as well as collaboratively in a team environment.

• Demonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel, and PowerPoint.

• Strong time management and organizational skills are required.

• Ability to thrive in a fast-paced, task-oriented environment is preferred.

• Bilingual in Spanish is preferred.

🏝️ Benefits

• Competitive Total Rewards package, including base salary, incentive programs, benefits, and a 401(k) plan with matching contributions.

• Flexible and hybrid work schedules to promote work-life balance.

• Tuition reimbursement to support ongoing education.

• Professional and career development opportunities, including courses and certifications.

• Comprehensive wellness programs that foster physical, mental, and emotional health.

• Volunteerism initiatives to encourage community involvement.