Retirement Plans Specialist

  • Auburn Hills, MI, USA

Job Description

Reach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation administers over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining our clients in the Auburn Hills, Michigan area. This exciting and rewarding position for the right polished, motivated, and results-oriented individual will provide outcomes based investment and retirement planning education through individual consultations and group presentations. They will build and maintain strong employer relationships with key decision makers, and assist in the identification and expansion of new business opportunities in the territory. The Retirement Plans Specialist provides on-site service and education 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 in the assigned cases. Considerable travel within the assigned territory is required (Midwest). Essential functions for this role include:Conduct one-on-one consultations on-site at employers, engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, outside asset acquisition, and account level retention. Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies Host Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomes Build and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administrators Proactively schedule, organize and effectively market all daily activities and onsite client visits Exceed all assigned production, activity, and service related goals Record all daily activity in contact management systems accurately Identify and refer new group or individual business opportunities to the appropriate manager Represent ICMA-RC at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees If you have the following credentials, we encourage you to apply:BA/BS or equivalent experience 3+ years related experience. Financial Services sales experience strongly preferred. Customer service experience is helpful. FINRA Series 7 and 66 or 7, 63, and 65, as well as Life, Health & Variable Annuity Licenses at the date of hire or within a determined time period Experience and working knowledge of 401(k), 403(b), IRAs, 457(b), Defined Contribution and Defined Benefit plan features, benefits, and rules is desirable Past experience demonstrating outstanding production, improved outcomes, providing a high degree of customer satisfaction, and exceeding stated goals Clear, concise, persuasive, and polished communication skills. Active listening required Comfort with demonstrating web-based demos, on-line tools, calculators, and technology High degree of organization with an emphasis on time management and accuracy with written and oral communications Ability to follow directions, and company established policies and procedures Ability to work in a fast-paced, task-oriented, cross-collaborative team environment Openness to coaching and continual learning and improvement Work from home, with extensive daily driving to client locations in Michigan Flexible work schedule based on client, territory, and company needs For your well-being, we offer a solid compensation and benefits package that features a competitive salary, a straight-forward incentive plan that rewards results, and a 401(k) Plan. For your career, we offer tuition reimbursement, professional development courses, seminars, career enrichment assignments, mentoring programs and a record of enterprise growth that creates continuing opportunities for career advancement. Consider ICMA-RC, and respond in strictest confidence. ICMA-RC is an Equal Opportunity Employer that values diversity in the workplace. Minorities and women are encouraged to apply. We look forward to hearing from you.

Travel Required

Yes. Considerable travel within the assigned territory is required.



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Required Bachelors or better. Experience

Licenses & Certifications

Required FINRA Series 66 FINRA Series 7 FINRA Series 63 FINRA Series 65 State Life Insurance Lic