Retirement Analyst

Location: San Diego - Towne Centre

Company

Description

Job Description For Posting

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.
• ·Obtain or maintain a valid, unrestricted Series 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

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.