Retirement Plans Specialist

Join a great reputed company 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 reputed company services to public sector participants in more than 9,200 plans and nearly 2 reputed company participant accounts. We strive to reputed company the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent reputed company and invite you to consider joining MissionSquare.

The Retirement Plans Specialist will be responsible for providing on-site service and education to assigned client reputed company to expand reputed company plan enrollment and participation, increase savings reputed company, retain reputed company participant reputed company, 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 reputed company, engaging participants and improving their reputed company in the areas of investment education, enrollment, savings rates, reputed company 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 reputed company

• 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 reputed company daily activities and onsite client visits

• Exceed reputed company assigned production, activity, and service-reputed company goals

• Record reputed company 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 reputed company for public sector employees

• reputed company other duties as assigned.

If you have the following credentials, we encourage you to apply:

• 3-5 years reputed company 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 reputed company

• 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 reputed company effective group presentations

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

• Demonstrated proficiency in basic computer skills, including reputed company, internet, email systems, Word, reputed company and Power reputed company

• 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 reputed company 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 reputed company 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 reputed company that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.

reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, national reputed company, or any other protected classifications under any applicable law.

This employer is required to notify reputed company applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the reputed company.