Retirement Plans Specialist

MissionSquare

Tacoma, WA, US
Base: $84,880.00 - $127,330.00; bonus/equity: not ...
Hybrid
On-site client service and education
Group education presentations
Build positive working relationships
The Retirement Plans Specialist will be responsible for providing 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

Job Summary

  • The Retirement Plans Specialist will be responsible for providing 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.
  • MissionSquare offers a Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions.
  • MissionSquare is dedicated to the retirement needs of public sector employees, striving to make the administration of retirement programs as easy and cost-effective as possible.

Matching Summary

The Retirement Plans Specialist will be responsible for providing 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.

Salary

Base: $84,880.00 - $127,330.00; Bonus/Equity: Not specified; Benefits: Competitive Total Rewards package

Skills & Requirements

Must-have

  • On-site client service and education
  • Group education presentations
  • Build positive working relationships
  • Schedule and market client visits
  • Exceed production and activity goals
  • Record daily activity in CRM

Nice-to-have

  • Spanish bilingual preferred
  • Work in a fast-paced environment
  • Volunteerism initiatives
  • Promote physical, mental, and emotional health

Key Requirements

  • 3-5 years related experience
  • Series 65 licensing required
  • Knowledge of retirement and investment products
  • Experience with IRAs, 401ks, 403b, 401a, or DB plans
  • Demonstrated ability to market and service clients
  • Direct sales experience desired
  • Ability to work independently

Work Rights

Not specified

Tailored Resume

Cover Letter