Retirement Plans Specialist

Icmarc

Retirement Plans Specialist at MissionSquare providing education and on-site service to public sector employees. Responsibilities include enhancing retirement participation and financial literacy.

Posted 7/24/2026full-timeRemote • Colorado • 🇺🇸 United StatesMid-LevelSenior💰 $84,880 - $127,330 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services sales, particularly in retirement and investment products, while effectively engaging and educating clients to enhance their financial outcomes. Proficient in conducting group presentations and managing client relationships to drive enrollment and retention in employer-sponsored plans.

Highest-signal resume keywords

Series 65 LicensingRetirement and Investment Products KnowledgeDirect Sales ExperienceGroup Presentation SkillsCustomer Service Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services SalesRetirement Plan KnowledgeInvestment EducationClient Relationship ManagementSales Closing TechniquesObjection HandlingContact Management SystemsBasic Computer Skills

Soft Skills

Strong Communication SkillsInterpersonal SkillsTime ManagementOrganizational SkillsAbility to Work Independently

Tools & Technologies

WindowsInternetEmail SystemsMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

Series 65 Licensing

Industry Keywords

Defined Benefit PlansDefined Contribution Plans401k403bIRADeferred CompensationLegislative RegulationsClient Base Engagement

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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