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.