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Retirement Plan Representative

Company: SchoolsFirst FCU
Location: Santa Ana
Posted on: May 21, 2023

Job Description:

Position DetailsThe pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.Minimum: $64,480Midpoint: $78,812Maximum: $93,288This position is incentive eligibleSchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive HiringAt SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.What You'll Be DoingPromotes 403(b)/457 Retirement Plans to the educational community by conducting workshops, promotions and events. Develops relationships within our core Membership to attract and retain new contributors to the 403(b)/457 Retirement Plans. Develop and manage district and school relationships necessary to increase participation in the plans as well as reach established goals and objectives. Plans and coordinates business development activities to meet organizational goals and objectives as they relate to the Retirement Plans. Assists school employees in establishing retirement accounts in addition to analyzing Member's current retirement plans and investments in order to provide proper investment recommendations based on Member's financial position.Provides World-Class Personal Service in every Member and non-Member interaction.Promotes the credit union's retirement products and services to existing and potential Members through district and school visitations, promotional campaigns and marketing tools.Meet with Superintendents, Chief Business Officers, Payroll Managers, Principals and other key contacts at districts and schools to plan, schedule, and conduct retirement planning workshops.Plans, schedules, and conducts school district visits to increase 403(b)/457 Retirement Plan participation and awareness among school employees.Actively seeks out new relationships with school districts in order to develop/increase awareness around our 403(b)/457 Retirement Plans and increase participation.Trains SchoolsFirst FCU frontline team members relating to retirement products by holding frequent training classes and emphasizing the importance of creating awareness with Members.Meets established goals for new 403(b)/457 Retirement Plans opened in addition to high service delivery goals.Interview Members to determine and assess their current income, expenses, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.Analyze financial information obtained from Members to determine strategies for meeting Members financial objectives.Recommend and implement financial planning strategies to help Members achieve their financial goals.Monitor financial market trends and effectively communicate market knowledge to Members.Prepare and interpret for Members information such as investment performance reports, financial document summaries, and income projections.Review Member retirement plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.Contact Members periodically to determine if there have been changes in their financial status to keep Members on track and engaged.Maintains an updated and faultless FINRA Form U4 by completing all necessary continuing education training in addition to annual Firm Element Training and annual recertification.Required to attend in-person functions and/or presentations at school campuses, district offices or other off-site locations, after-hours events and weekend functions as necessary.Additional Job FunctionsPerforms other duties as assignedComplies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actionsQualificationsRequired Bachelor's Degree or equivalent years of experience3-5 years of previous related experience RequiredCalifornia Insurance Life & Disability LicensesValid California driver's license and insuranceKnowledge, Skills, and AbilitiesMust have excellent Member service skills as well as the knowledge and understanding of sales.In depth knowledge of investment products including mutual funds, variable and fixed annuities, IRA's, 403(b), 457 (deferred Compensation), STRS and PERS.CFP or other recognized designation preferred.FINRA Series 6, 63 and 65 or 7 and 66Additional Knowledge, Skills, and Abilities

Keywords: SchoolsFirst FCU, Santa Ana , Retirement Plan Representative, Other , Santa Ana, California

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