Virtual Retirement Plans Specialist

Join to apply for the Virtual Retirement Plans Specialist role at MissionSquare Retirement2 days ago Be among the first 25 applicantsJoin to apply for the Virtual Retirement Plans Specialist role at MissionSquare RetirementDescriptionJoin a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare's Revenue & Sales team.Job DetailsDescriptionJoin a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare's Revenue & Sales team.The Retirement Plans Specialist supports MissionSquare's small markets segment and will be responsible for providing service and education virtually 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.This position will interact with regionally based field representatives and on occasion may engage in client facing events such as roll out of a new plan or enrollment of a new plan. Travel will be less than 20% overall.Essential Functions For This Role IncludeConduct one-on-one consultations engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, outside asset acquisition, and account level retentionGive group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituenciesHost Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomesBuild and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administratorsProactively schedule, organize and effectively market all daily activities and client meetingsRecord all daily activity in contact management systems accuratelyIdentify and refer new group or individual business opportunities to the appropriate managerIf you have the following skills, we encourage you to apply:BA/BS or equivalent experienceSeries 65 licensing required3-5 years related experience in financial services sales strongly preferredCustomer service experience is helpfulSignificant 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 regulationsExperience with IRAs, 401ks, 403b, 401a, or DB plansDemonstrated ability to effectively market and service a geographically diverse client baseStrong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective presentationsAbility to work independently as well as in a team environmentDemonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power PointStrong time management and organizational skillsAbility to work in a fast-paced, task-oriented environmentTo benefit your career and support your wellbeing, we offer:Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributionsVaried incentive plansFlexible/Hybrid work schedulesWellness programsTuition reimbursementProfessional and career development coursesMentoring programsVolunteerism programAs a company, MissionSquare 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.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesReferrals increase your chances of interviewing at MissionSquare Retirement by 2xGet notified about new Retirement Plan Specialist jobs in Washington, dividual Retirement Account SpecialistSpringfield, VA $50,000 - $250,000 2 days agoAnnandale, VA $50,000 - $250,000 6 days agoCollege Park, MD$50,000.00-$250,000.003 days agoWest Falls Church, VA$50,000.00-$250,000.002 days agoClinton, MD$50,000.00-$250,000.005 days agoOlney, MD$50,000.00-$250,000.004 days agoWashington, DC$85,100.00-$127,700.003 days agoMontgomery Village, MD$50,000.00-$250,000.003 days agoWoodbridge, VA$50,000.00-$250,000.006 days agoOakton, VA$50,000.00-$250,000.004 days agoSterling, VA$50,000.00-$250,000.002 days agoCrofton, MD$50,000.00-$250,000.002 days agoRetirement Planning & Payroll SpecialistSilver Spring, MD$50,000.00-$250,000.001 week agoMcLean, VA$50,000.00-$250,000.001 week agoWheaton, MD$50,000.00-$250,000.001 week agoReston, VA$50,000.00-$250,000.001 week agoAspen Hill, MD$50,000.00-$250,000.001 week agoArlington, VA$50,000.00-$250,000.003 weeks agoBethesda, MD$50,000.00-$250,000.001 week agoRetirement Plan Advisor - Potential for Hybrid WorkRockville, MD$100,000.00-$125,000.006 months agoNorth Bethesda, MD $50,000 - $250,000 1 week agoGaithersburg, MD $50,000 - $250,000 1 week agoRetirement Education Specialist, Retirement & Private Wealth - Potential for Hybrid WorkLake Ridge, VA $50,000 - $250,000 1 week agoGermantown, MD $50,000 - $250,000 2 weeks agoColumbia, MD $50,000 - $250,000 2 weeks agoWe're unlocking community knowledge in a new way. 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Created: 2026-04-20