Retirement Plans Specialist
MissionSquare Retirement(20 days ago)
About this role
The Retirement Plans Specialist will provide on-site service and education to public sector employees regarding retirement plans, aiming to expand participation and improve investment knowledge. The role involves engaging with clients, delivering presentations, and building relationships with key stakeholders to promote retirement security.
Required Skills
- retirement Planning
- Investment Knowledge
- Customer Service
- Sales
- Presentation Skills
- Financial Products
- Communication Skills
- Relationship Building
- Program Marketing
- Regulations Compliance
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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