Retirement Plans Spec
MissionSquare Retirement(4 months ago)
About this role
The Retirement Plans Specialist at MissionSquare supports the small markets segment by delivering virtual service and education to assigned client bases to grow plan enrollment and improve retirement outcomes. The role works with regional field representatives and participates in occasional client-facing events, with under 20% travel. Position requires residency in Southern California.
Required Skills
- Investment Education
- Client Enrollment
- Presentations
- Account Retention
- Client Relations
- Communication
- Time Management
- Microsoft Office
- CRM
Qualifications
- BA/BS
- Series 65
About MissionSquare Retirement
missionsq.orgMissionSquare manages and administers 457, 403 and 401 retirement plans exclusively for the benefit of public sector employers and employees.
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