Retirement Plan Analyst

· 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.