Retirement Analyst

Retirement Services Division Professional

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.

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.