drjobs Retirement Analyst

Retirement Analyst

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1 Vacancy
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Job Location drjobs

San Diego, CA - USA

Monthly Salary drjobs

$ 40200 - 74900

Vacancy

1 Vacancy

Job Description

Company:

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.

Education and/or Experience

  • Requires a college graduate and/or minimum of three years securities background preferably within the qualified retirement planning arena.
  • Have and maintain a Series 6 7 66 or 65 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.

#LI-DNI

#MMAretirement

The applicable base salary range for this role is $40200 to $74900.

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.


Required Experience:

IC

Employment Type

Full-Time

Company Industry

About Company

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