Retirement Plans Specialist

Location

Colorado

Posted

3 days ago

Salary

$84.9K - $127.3K / year

Seniority

Senior

Bachelor Degree3 yrs expEnglish

Job Description

Retirement Plans Specialist

Icmarc

• 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. • 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.

Job Requirements

  • 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.

Benefits

  • 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

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