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.
$70,000.00 - $70,000.00The 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.
Ideally located geographically in Tacoma, Seattle, Everett or Olympia WA areas
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.