Education Specialist
Alexandria, VA, United States
Join a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between employers. Today, MissionSquare Retirement serves more than 1.5 million participant accounts, and more than 9,000 retirement plans across the country. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Revenue & Sales team.
Provide dedicated and customized on-site retirement and investment education seminars to participants of client's defined contribution plans. Work with the client's contacts to ensure successful promotion and education of public sector employees. Frequent travel throughout assigned territory.
Essential Functions for this role include:
Provide group plan-specific educational presentations and workshops on the features of the client's defined contribution plans, including the existing VRS elective 457 plan, as well as the 401(a)/457 hybrid plan.
Provide group investment educational presentations and workshops on the features and benefits of participation in VRS defined contribution plans. Presentations include education on the importance of retirement planning, as well as a variety of investment topics, including investment strategies, diversification, investment vehicles, model asset allocation portfolios, risk vs. reward, etc.
Provide individual assistance (in-person, virtual, telephone) to inquiries from participants/members; process select transactions (in-person and virtual only) relative to DCP account(s) management.
Contact assigned employers to schedule seminars and work with them to promote attendance at the scheduled seminars.
Provide regular detailed reports of activity, attendance, topics, and trends.
Other duties as assigned.
If you have the following skills, we encourage you to apply:
Bachelor's degree or 3-5 years accounting, financial services or similar environment and one of year retirement plan record keeping or directly related experience.
1-3 years of client-facing financial services sales and/or customer service or related experience.
Familiarity with the assigned territory is desirable.
One FINRA pre-requisite (the Securities Industry Essentials (SIE) exam) and three FINRA licenses (Series 6, Series 63 and Series 65) are required.
Significant knowledge of defined benefit and defined contribution plans, including legislative regulations, and plan provisions
Significant knowledge of a variety of investment approaches and concepts
Demonstrated ability to effectively service a diverse client base.
Excellent interpersonal and communication skills
Proven ability to make effective group presentations.
Can translate technical plan information for employees.
Computer proficiency (MS Word, Excel, Outlook, PowerPoint, Access)
Ability to effectively prioritize and organize work schedule.
To benefit your career and support your wellbeing, we offer:
Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions.
Varied incentive plans
Flexible/Hybrid work schedules
Wellness programs
Tuition reimbursement
Professional and career development courses
Mentoring programs
Volunteerism program
As a company, MissionSquare Retirement is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
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