Financial Services Retirement Plan Specialist / Qualified Retirement Programs

Financial Services leader 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 manages over $32 billion in retirement plan assets for more than 700,000 individuals. We are constantly looking for ways to create new opportunities to serve our participants. We are oriented toward problem solving. Our culture is values-driven, Associate-friendly, energetic, proactive, and committed to quality and leadership in providing the financial services tools to build retirement security for public sector employees. We have the capacity and financial strength to always think long-term, and we use technology to remain smart and nimble. We are terrific navigators, have extraordinary vision and we love to win in our highly competitive financial services marketplace. We have an extraordinary talent base, and we invite you to consider ICMA-RC ' an opportunity to Reach Your Peak.Primary Objective and Purpose: Provide 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.Essential Functions: ' At multiple locations throughout the assigned territory, provide one-on-one individual counseling to current plan participants and non-participants. Proactively increase plan participation and participant savings rates within assigned accounts. ' Organize and conduct a broad series of group educational seminars throughout the assigned territory designed to enhance participant knowledge and understanding of investment and savings basic principles. Be able to communicate openly and easily with employees with a wide range of investment knowledge. ' Provide personalized pre-retirement counseling, guidance, and assistance to retirees in selecting the most appropriate distribution options to meet their individual needs. ' Effectively implement targeted savings and educational initiatives in conjunction with or as requested by plan sponsors in the assigned territory. ' Regularly achieve all annual New Enrollment, Cash Flow and Retention goals. ' Work with other ICMA-RC divisions to ensure the delivery of quality service to plan participants.' Regularly communicate with Regional Vice President and Relationship Manager regarding client issues, service efforts, new initiatives, and other opportunities to expand the existing client base.' Properly represent the mission-based focus of ICMA-RC, with focus on building the retirement security of public sector employees.For your well-being, we offer an exceptional compensation and benefits package that features a highly competitive salary, a generous and straight-forward incentive plan that rewards results, a 401(k) Plan with a potential employer contribution of 10% per year and annual bonus opportunities for all Associates. 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. If you have the following credentials, we encourage you to apply:' B.S./B.A. Degree or equivalent related experience. ' 3 to 5 years financial services sales experience. Customer Services experience helpful ' Significant knowledge of investment products with an emphasis on deferred compensation, defined benefit and defined contribution plan. Good understanding of specific plan provisions and legislative regulations. ' Demonstrated ability to effectively market and service a geographically diverse client base.' Direct sales experience desired with experience in closing the sale preferred. Ability to overcome objections and resistance during sales presentation necessary. ' Strong communication. listening and interpersonal skills necessary. Demonstrated ability to make effective group presentations' NASD Series 6, 63 and 65. NOTE: ICMA-RC offers support to those needing to acquire necessary licensing within 6 months after hire.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. RESPOND HERE! Respond immediately by accessing the following dedicated online response form which will allow you to cut and paste your resume. This form will go directly and immediately to the hiring authority for this position. Access the online response form at: http://sh.webhire.com/servlet/resp/rf?jobid=2270968&boardid=749