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MissionSquare · 18 hours ago

Retirement Plans Spec

California, United States

Full-time

Hybrid

Mid Level

$70K/yr - $70K/yr

3+ years exp

MissionSquare is a financial services corporation dedicated to the retirement needs of public sector employees. The Retirement Plans Specialist supports the small markets segment by providing service and education to clients, enhancing plan enrollment and participant investment knowledge.

Financial ServicesInsuranceRetirement

H1B Sponsor Likely

Responsibilities

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

Qualification

Series 65 licensingFinancial services experienceRetirement products knowledgePresentation skillsCustomer service experienceBasic computer skillsCommunication skillsTime management skills

Required

BA/BS or equivalent experience

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

Strong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective 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

3-5 years related experience in financial services sales strongly preferred

Customer service experience is helpful

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

Company

MissionSquare

Since its founding in 1972, MissionSquare has remained dedicated to helping individuals and their families build financial security.

Founded in 1972

Washington, District of Columbia, USA

501-1000 employees

https://www.missionsq.org

H1B Sponsorship

MissionSquare has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (6)

2024 (11)

2023 (6)

2022 (12)

2021 (8)

2020 (12)