Retirement Plans Specialist

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🕒 Julho 24

⛰️ Colorado – Remoto

⛰️ Colorado – Remote

💵 $84.880 - $127.330 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

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Icmarc

SiteLinkedInTodas as Vagas

- funcionários

💼 Consultoria

🏥 Saúde

🛡️ Seguros

Consulting • Healthcare • Insurance

A Icmarc é uma provedora de serviços de aposentadoria focada em empregadores do setor público e participantes individuais. Oferece administração e gestão de investimentos para planos de aposentadoria (457(b), 401(a), 401(k), 403(b), poupança para saúde na aposentadoria e IRAs), além de educação financeira para participantes, serviços de consultoria CFP®, suporte para patrocinadores de planos, acesso a consultores, pesquisa e defesa legislativa. A empresa se posiciona como parceira para patrocinadores de planos, consultores e participantes, fornecendo produtos de investimento, consultoria profissional e recursos educacionais.

Descrição

• Provide 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. • 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 at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees. • Perform other duties as assigned.

🎯 Requisitos

• 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 • Spanish bilingual preferred.

🏖️ Benefícios

• 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