Retirement Plans Specialist
MissionSquare Retirement(2 months ago)
About this role
A Retirement Plans Specialist at MissionSquare supports public sector retirement plan participants and employer clients by delivering education and services to promote retirement readiness and plan engagement. The role focuses on representing MissionSquare to employer groups, facilitating participant understanding of retirement and investment options, and supporting plan sponsor relationships. Residency in Georgia is required.
Required Skills
- Onsite Consultations
- Group Presentations
- Client Relationships
- Account Retention
- Sales
- Investment Education
- Enrollment
- CRM
- Time Management
- Microsoft Office
+1 more
Qualifications
- 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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