Retirement Plans Specialist (San Diego/Southern California)

Company: MissionSquare Retirement
Location: Fontana
Posted on: November 15, 2024

Job Description:

Join a great place to work! MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services is seeking revenue and sales talent. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between employers. Today, MissionSquare Retirement serves more than 1.5 million participant accounts, and more than 9,000 retirement plans across the country. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Revenue & Sales Team.

Are you the right candidate for this opportunity Make sure to read the full description below.

The Retirement Plans Specialist will provide on-site and virtual consultations and presentations to plan sponsors and employees of plan sponsor to encourage participation in MissionSquare Retirement plans provided. They will also help plan participants understand and manage their retirement accounts.

Requires residency in Southern California.

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 Retirement at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees

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

To benefit your career and support your wellbeing, we offer:

Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
Varied incentive plans
Flexible/Hybrid work schedules
Wellness programs
Tuition reimbursement
Professional and career development courses
Mentoring programs
Volunteerism program

MissionSquare is providing the base salary range for this position as is required under California law. In addition to base salary, this position is eligible for sales incentive compensation, with any actual incentive based on performance. Actual base salary and sales incentive eligibility will be defined at time of offer and may consider such factors as education, experience, skill set, geographic location, and certification or licensing. Standard base salary: $65,000.

As a company, MissionSquare Retirement 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.

Licenses & Certifications
Required
FINRA Series 65

Keywords: MissionSquare Retirement, Moreno Valley , Retirement Plans Specialist (San Diego/Southern California), Other , Fontana, California