Virtual Retirement Plans Specialist MissionSquare Retirement

Description

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’s Revenue & Sales team.

Increase your chances of reaching the interview stage by reading the complete job description and applying promptly.

The Retirement Plans Specialist supports MissionSquare’s small markets segment and will be responsible for providing service and education virtually 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.

This position will interact with regionally based field representatives and on occasion may engage in client facing events such as roll out of a new plan or enrollment of a new plan. Travel will be less than 20% overall.

Essential Functions for this role include :

• Conduct one-on-one consultations 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 client meetings
• Record all daily activity in contact management systems accurately
• Identify and refer new group or individual business opportunities to the appropriate manager

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

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

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.

Tagged as : Fully Remote

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