Retention & Outreach Consultant

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Job description

Reach Your Peak with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation administers over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Client Experience Team.

Essential Functions for this role include:

• Professionally react and work to dissuade inbound participant calls requesting asset roll outs. Educate these participants about the investment options available within their 457, 401, or IRA, the services available within their plan, and the fees associated with their account, as well as general information about saving for retirement.
• Actively make outreach to time-sensitive deconversion plans informing separated from service participants of their choice to keep their assets at MissionSquare Retirement.
• Proactively contact separated from service participants to provide a personalized point of contact capable of broadly explaining the MissionSquare Retirement products and services available, while also coordinating the referral and handoff to the appropriate internal resources.
• Attend internal meetings and product trainings regarding MissionSquare Retirement's adherence to IRS requirements and changes concerning all retirement plans.
• May utilize pre-defined scripts, however based on the needs of the participant, will need to identify and educate on alternative product offerings to achieve department growth and retention objectives.
• Achieve established metrics for the role; which may include, but not limited to, number of successful accounts retained, and number of daily outbound and inbound calls completed.
• Follow practical application of all compliance, regulatory, and company policies and guidelines.
• Other duties as assigned.

If you have the following credentials, we encourage you to apply:

• 3+ years of sales experience, preferably in the financial services arena, in a sales or call center environment to include frequent (e.g., daily) communications with customers via telephone.
• Strong sales acumen along with pragmatism, competitiveness, and an ability to not get demoralized by frequent rejection.
• Strong oral communications, business writing and interpersonal skills
• Ability to connect with participants via the phone and provide a quality customer service experience.
• Demonstrated ability to excel in a fast paced, multi-functional, dynamic, client centric work environment.
• Ability to analyze information to determine the issue then research, resolve, and communicate the outcome
• Experienced and comfortable with cold calling.
• Familiarity with financial services brokerage products.

For your well-being, we offer a solid compensation and benefits package that features a competitive salary, a straight-forward incentive plan that rewards results, and a 401(k) Plan. For your career, we offer tuition reimbursement, professional development courses, seminars, career enrichment assignments, mentoring programs and a record of enterprise growth that creates continuing opportunities for career advancement. Consider MissionSquare Retirement and respond in strictest confidence. MissionSquare Retirement is an Equal Opportunity Employer that values diversity in the workplace. Minorities and women are encouraged to apply. We look forward to hearing from you.