Dec 07, 2019
Description Reach Your Peak with ICMA-RC, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation manages 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 ICMA-RC's Sales Team. This position provides dedicated and customized on-site retirement and investment education seminars to participants of client's defined contribution plans. Work with the client's contacts to ensure successful promotion and education of public sector employees. Frequent travel throughout assigned territory. Essential Functions For This Role Include Provide group plan-specific educational presentations and workshops on the features of the client's defined contribution plans, including the existing VRS elective 457 plan, as well as the 401(a)/457 hybrid plan. Provide group investment educational presentations and workshops on the features and benefits of participation in VRS defined contribution plans. Presentations include education on the importance of retirement planning, as well as a variety of investment topics, including investment strategies, diversification, investment vehicles, model asset allocation portfolios, risk vs. reward, etc. Provide individual telephone assistance to inquiries from participants regarding features or investment options in the client's defined contribution plan. Contact assigned employers to schedule seminars and work with them to promote attendance at the scheduled seminars. Provide regular detailed reports of activity, attendance, topics, and trends Other duties as assigned. Requirements If you have the following credentials, we encourage you to apply: BA/BS or equivalent experience 3-5 years accounting, financial services or similar environment and one year retirement plan record keeping or directly related experience. 1-3 years of client-facing financial services sales and/or customer service or related experience. Familiarity with the assigned territory also desirable. FINRA Series 6 and 63 are required at time of hire or within a determined time period. Significant knowledge of defined benefit and defined contribution plans, including legislative regulations, and plan provisions Significant knowledge of a variety of investment approaches and concepts Demonstrated ability to effectively service a diverse client base Excellent interpersonal and communication skills Proven ability to make effective group presentations Can translate technical plan information for employees Computer literate (MS Word, Excel, Outlook, PowerPoint, Access) Ability to effectively prioritize and organize work schedule 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 ICMA-RC, and respond in strictest confidence. ICMA-RC 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.
ICMA-RC Alexandria, VA, USA Full-time