Retirement Consultant

Who We Are:

The Massachusetts Teachers Association (MTA) represents over 117,000 members and nearly 400 locals across the state and employs a full-time staff of over 150. Our members are public school teachers, faculty, professional staff, and education support professionals working at public schools, colleges, and universities. As a member-driven organization and the largest union in New England, our collective power makes MTA an influential voice for educators, students, and their communities. We are proud to be an advocate for social, racial, and economic justice and for a public education system that provides one of the cornerstones of a democratic society. 

Overview of Position: The Retirement Consultant provides retirement advice to MTA members individually and in group settings. 

Essential Job Functions:

• Provides advice to individual members concerning retirement benefits under the laws and

  regulations governing retirement benefits for Massachusetts public employees.

• Conduct meetings and seminars on retirement benefits requested by MTA affiliates.

• Works in harmony with other divisions, staff, officers, and members to achieve MTA goals.

• Carries out responsibilities with a positive, cooperative spirit.

Specific Responsibilities:

• Provides advice at meetings, conferences and Saturday consulting sessions as assigned by the coordinator.

• Assists other consultants as needed.

• Provides advice and assistance to field staff and MTA locals by telephone, personal contact, and correspondence.

• Maintains confidentiality of individual information.

• Treats MTA members seeking advice and guidance with respect, and empathy.

• Provides reports as requested and complies with administrative procedures.

• Disseminates retirement information and materials.

• Maintains currency in the laws, regulations and rules governing the retirement benefits of all segments of the MTA membership - K-12, higher education, and education support professionals. Attends meetings as    requested by the coordinator.

• Performs other duties as assigned.

Qualifications:

• MTA member.

• Ability to assist members by providing preliminary benefit calculations.

• Knowledgeable about current retirement benefits available to all segments of the MTA membership and willingness to keep up with new developments in the law, regulations, and rules.

• Excellent communication skills. Ability to explain the complicated retirement issues facing MTA members in simple, clear, and precise language.

• Excellent public speaking skills. Ability to communicate complicated facts and figures effectively with small and large groups.

• Personal automobile and home telephone.

*MTA reserves the right to waive any qualifications at its discretion*

The MTA is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all staff.