Retirement Plans Specialist
1 day ago
As a Retirement Plans Specialist, you will play a vital role in helping public sector employees achieve their retirement goals. Our team at MissionSquare Retirement is dedicated to providing exceptional service and education to our clients, and we are seeking a talented individual to join our Revenue & Sales Team.
This exciting opportunity will allow you to work with a diverse range of clients, providing personalized consultations and group presentations to help them make informed decisions about their retirement plans. You will also have the opportunity to build strong relationships with key decision makers and identify new business opportunities in your territory.
Key Responsibilities:
- Conduct one-on-one consultations with clients to improve their investment knowledge and retirement outcomes
- Deliver group education presentations on various financial and retirement topics
- Host annual plan reviews with key decision makers to discuss plan trends and investment strategies
- Build and maintain positive relationships with clients and stakeholders
- Exceed production and service goals
- Record daily activities and refer new business opportunities to management
Requirements:
- BA/BS or equivalent experience
- 3+ years related experience in financial services or customer service
- Series 65 and Life, Health & Variable Annuity Licenses
- Significant knowledge of retirement and investment products
- Experience with IRAs, 401ks, 403b, 401a, or DB plans
- Strong communication and interpersonal skills
- Ability to work independently and in a team environment
We offer a competitive salary, incentive plan, and 401(k) Plan, as well as tuition reimbursement, professional development courses, and a record of enterprise growth that creates continuing opportunities for career advancement. If you are a motivated and results-oriented individual with a passion for helping others achieve their retirement goals, we encourage you to apply.
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