Description

SUMMARY
Under supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned.

ESSENTIAL DUTIES & RESPONSIBILITIES
 Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.
 Prepare administration pricing of accounts.
 Analyze proposals, inclusive of costs and benefits.
 Review with Client Executives, Principals and/or Client Managers the results of the bidding process.
 Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented.
 Maintain and organize the customer relationship management system, Salesforce. .
 Track Plan Transfers and Broker of Record changes.
 Coordinate and prepare materials required for formal presentation by Client Executives, Principals and/or Client Managers.
 Accompany Client Executives, Principals and/or Client Managers on off-site presentations.
 Prepare and coordinate announcement material for enrollment process on sold or transferred business.
 Work with Carrier Representatives to coordinate all activity for a smooth implementation of new plans.
 Conduct employee open enrollment meetings.
 Attend sales meetings as requested.
 Coordinate "Administrative Installation" with plan provider representatives. Accompany the plan provider representative to meetings.
 Prepare files and other records needed for MMA.
 Keep abreast of the marketplace.
 Maintain the professional standards established of MMA when working with clients.
 Share information with Benefit Analysts and others to create a first-rate network of information within the Department.
 All other duties as assigned.
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EDUCATION AND/OR EXPERIENCE
 Requires a college graduate and/or minimum of three years securities background, preferably within the qualified retirement planning arena.
 Obtain or maintain a valid, unrestricted Series 6 & 63 securities license through the FINRA and meet the continuing education requirements.
 Excellent communication skills, both verbal and written with the ability to do oral presentations.
 Above average analyzing, problem solving and planning techniques are essential.
 Strong math skills are required.
 Must be dependable and a good team player.
 Must be detail-oriented and have the ability to multi-task.
 Ability to maintain confidentiality with client information.
 Ability to exercise independent judgment and initiative within established guidelines.
 Strong proficiency in Microsoft Word, Excel and PowerPoint. Average skill in navigating the Internet.
 A valid California Drivers License & a dependable transportation required.

WORK ENVIRONMENT & PHYSICAL DEMANDS
 Ability to use computer keyboard and sit in a stationary position for extended periods.
 Work is performed in a typical interior/office work environment.

#LI-DNI

The applicable base salary range for this role is $41,200 to $76,800.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.