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Working Title: Retirement Counselor Field Rep

Job Class: Retirement Services Specialist Senior or Retirement Services Specialist Principal

Agency: MN State Retirement System

• Who May Apply : Open to all qualified job seekers

• Date Posted : 04/19/2024

• Closing Date : 05/20/2024

• Hiring Agency/Seniority Unit : MN State Retirement System / State Retirement System-MAPE

• Division/Unit : MN State Retirement System / Retirement Counseling External

• Work Shift/Work Hours : Day Shift

• Days of Work : Monday - Friday

• Travel Required : Yes - Up to 60% of the time

• Salary Range:

• RSS Senior : $27.58 - $40.49 / hourly; $57,587 - $84,543 / annually

• RSS Principal : $28.50 - $41.93 / hourly; $59,508 - $87,549 / annually

• Classified Status : Classified

• Bargaining Unit/Union : 214 - MN Assoc of Professional Empl/MAPE

• FLSA Status : Nonexempt

• Telework Eligible : Partial - Hybrid schedule available

• Designated in Connect 700 Program for Applicants with Disabilities (https://mn.gov/mmb/careers/diverse-workforce/people-with-disabilities/connect700/) : Yes

Make a difference in the lives of Minnesotans.

The work you’ll do is more than just a job. Join the talented, engaged and inclusive workforce dedicated to creating a better Minnesota.

You may be eligible for a new hire bonus of $5,000! This bonus will be paid in two increments with the first payment made after successfully passing the probation period.

This position exists to perform professional retirement services to all current, former, and retired employees as well as to all eligible Minnesota public employers to provide individual & group presentations, instruction, and counseling in the Mankato MSRS field office and at locations around the area in matters relating to three main areas: retirement benefits under the nine retirement pension plans administered by the Minnesota State Retirement System (MSRS); saving and investing utilizing program features of the Minnesota State Deferred Compensation Plan (MNDCP); and saving and investing utilizing program features of the Health Care Savings Plan (HCSP).

Retirement Services Specialist Senior Minimum Qualifications –

· Two (2) years of professional experience administering financial or retirement benefits to customers which includes customer coaching, legal interpretation, and guidance on plans and policies.

A Master's degree in business or related field can substitute for 18 months of experience, OR a related Bachelor's degree can substitute for 1 year of experience, OR a related Associate's degree can substitute for 6 months of experience.

· Pass, or provide proof of passing, the written assessment covering math, table and chart interpretations, grammar, reading comprehension, and public relations.

You must also demonstrate the ability to:

• Conduct presentations in a professional manner

• Effectively communicate over the phone, in person, and in writing

• Perform duties requiring technical accuracy, such as math and benefit computations

• Ability to use computer software, including word processing and spreadsheet programs.

• Successfully work independently, as well as in a team setting.

• Obtain FINRA Series 6 and 63 Licenses within three months (3) of hire.

• Obtain the Minnesota Life, Accident, and Health Insurance License within three months (3) of hire.

Retirement Services Specialist Senior Preferred Qualifications –

• Knowledge of retirement law and precedents, the Minnesota Deferred Compensation 457(b), and Health Care Savings Plans.

• Experience working with or at Minnesota State Retirement System, Public Employees Retirement Association, or Teachers Retirement Association in the administration of retirement benefits.

• Possession of FINRA Series 6 and/or 63 Licenses.

• Possession of the Minnesota Life, Accident, and Health Insurance License.

Retirement Services Specialist Principal Minimum Qualifications –

· Three (3) years of professional experience administering financial or retirement benefits to customers which includes customer coaching, legal interpretation, and guidance on plans and policies.

For State Retirement System employees: two (2) years of the experience listed above must demonstrate 'journey-level' professional experience (equivalent to the Retirement Services Specialist, Intermediate level) or higher

A Master's degree in business or related field can substitute for 18 months of experience, OR a related Bachelor's degree can substitute for 1 year of experience, OR a related Associate's degree can substitute for 6 months of experience.

Pass, or provide proof of passing, the written assessment covering math, table and chart interpretations, grammar, reading comprehension, and public relations.

You must also demonstrate the ability to:

• Clearly and effectively engage in presentations and public speaking.

• Effectively communicate both verbally and in writing.

• Set priorities with competing deadlines.

• Think analytically, in order to be able to interpret law and legal opinions.

• Perform duties requiring advanced technical ability, human relation skills, and public-speaking expertise.

• Perform math computations and use computer software, including word processing/spreadsheet programs.

• Successfully work independently, as well as in a team setting.

• Obtain FINRA Series 6 and 63 Licenses within three months (3) of hire.

• Obtain the Minnesota Life, Accident, and Health Insurance License within three months (3) of hire.

Retirement Services Specialist Principal Preferred Qualifications –

• Knowledge of defined contribution plans including but not limited to 457(b), 403(b) and/or 401(k) plans, health reimbursement plans, and defined benefit (pension) plans.

• Experience working with or at Minnesota State Retirement System, Public Employees Retirement Association, or Teachers Retirement Association in the administration of retirement benefits.

• Possession of FINRA Series 6 and/or 63 Licenses.

• Possession of the Minnesota Life, Accident, and Health Insurance License.

Additional Requirements

It is the policy of the Retirement Systems of MN that all employees submit to a background investigation prior to employment. The background check may consist of the following components:

• SEMA4 Records Check (applies to current and past State employees only)

• Criminal History Check

• Employment Reference Check

• Social Security and Address Verification

• Education Verification

• Driver's License Check

The Retirement Systems will not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

AN EQUAL OPPORTUNITY EMPLOYER

Minnesota State Colleges and Universities is an Equal Opportunity employer/educator committed to the principles of diversity. We prohibit discrimination against qualified individuals based on their race, sex, color, creed, religion, age, national origin, disability, protected veteran status, marital status, status with regard to public assistance, sexual orientation, gender identity, gender expression, or membership in a local commission as defined by law. As an affirmative action employer, we actively seek and encourage applications from women, minorities, persons with disabilities, and individuals with protected veteran status.

Reasonable accommodations will be made to all qualified applicants with disabilities. If you are an individual with a disability who needs assistance or cannot access the online job application system, please contact the job information line at 651-259-3637 or email careers@state.mn.us . Please indicate what assistance is needed.