Retirement Plans Specialist
$84,880–$127,330 year
RemoteColorado, United States
Job Summary
Conduct one-on-one consultations on-site at employers to improve investment education, enrollment, and savings rates while retaining participants. Deliver group education presentations on financial topics and host annual plan reviews with key decision makers focusing on trends and outcomes. Build relationships with elected officials, board members, and C-suite administrators to represent MissionSquare at benefit fairs and conferences. Proactively schedule daily activities and market onsite client visits to exceed assigned production and service goals. Record daily activities in contact management systems and refer new business opportunities to managers.
Required Qualifications
- 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
- 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
Desired Qualifications
- 3-5 years related experience in financial services sales strongly preferred
- Customer service experience is helpful
- Direct sales experience desired with experience in closing the sale preferred
- Spanish bilingual preferred
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