Education Specialist - Virginia Retirement System (Southwestern VA)
Be 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. Territory consists of 16 counties in Southwestern Virginia, including, but not limited to: Bristol, Blacksburg, Wytheville, and Wise.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 trendsOther duties as assigned.If you have the following credentials, we encourage you to apply: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 also desirable.Securities Industry Essentials (SIE) exam and FINRA Series 6, Series 63 and Series 65 required.Significant knowledge of defined benefit and defined contribution plans, including legislative regulations, and plan provisionsSignificant knowledge of a variety of investment approaches and conceptsDemonstrated ability to effectively service a diverse client baseExcellent interpersonal and communication skillsProven ability to make effective group presentationsCan translate technical plan information for employeesComputer proficiency (MS Word, Excel, Outlook, PowerPoint, Access)Ability to effectively prioritize and organize work scheduleTo 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 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.