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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services sales, particularly in retirement and investment products, while effectively engaging clients through education and consultations. Proven ability to build relationships with key stakeholders and exceed service-related goals in a fast-paced environment.
Highest-signal resume keywords
Series 65 LicensingFinancial Services Sales ExperienceRetirement and Investment Products KnowledgeGroup Presentation SkillsCustomer Service Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plans KnowledgeInvestment Products KnowledgeSales Closing TechniquesClient ConsultationContact Management Systems Proficiency
Soft Skills
Strong Communication SkillsInterpersonal SkillsTime Management SkillsOrganizational SkillsAbility to Overcome Objections
Tools & Technologies
WindowsInternetEmail SystemsMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint
Certifications & Qualifications
Series 65 Licensing
Industry Keywords
Defined Benefit PlansDefined Contribution PlansIRAs401ks403b401aDeferred CompensationClient Base MarketingLegislative RegulationsFinancial Education
About the role
Key responsibilities & impact- Provide on-site service and education to assigned clients
- Expand current plan enrollment and participation
- Increase savings levels and retain the current participant base
- Enhance participants' investment knowledge
- Conduct one-on-one consultations at employer sites
- Deliver group education presentations on financial and retirement topics
- Host annual plan reviews with key decision makers of employer-sponsored retirement plans
- Build and maintain relationships with elected officials, board members, union representatives, and C-suite administrators
- Schedule, organize, and market daily activities and on-site client visits
- Exceed assigned production, activity, and service-related goals
- Accurately record daily activity in contact management systems
- Identify and refer new group or individual business opportunities
- Represent MissionSquare at benefit fairs, conferences, and other special events
- Perform other duties as assigned
Requirements
What you’ll need- 3-5 years related experience in financial services sales strongly preferred
- Customer service experience is helpful
- Series 65 licensing required
- Significant knowledge of retirement and investment products, with an emphasis on deferred compensation defined benefit and defined contribution plans
- Good understanding of specific plan provisions and legislative regulations
- Experience with IRAs, 401ks, 403b, 401a, or DB plans
- Demonstrated ability to effectively market and service a geographically diverse client base
- Direct sales experience desired; experience in closing the sale preferred
- Ability to overcome objections and resistance during sales presentations
- Strong communication, listening, and interpersonal skills
- Ability to follow directions
- Demonstrated ability to make effective group presentations
- Ability to work independently as well as in a team environment
- Proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel, and PowerPoint
- Strong time management and organizational skills
- Ability to work in a fast-paced, task-oriented environment preferred
- Spanish bilingual preferred
Benefits
Comp & perks- Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
- Flexible and hybrid work schedules to support work-life balance
- Tuition reimbursement to support continued education
- Professional and career development opportunities, including courses and certifications
- Comprehensive wellness programs promoting physical, mental, and emotional health
- Volunteerism initiatives to encourage community engagement