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State of Washington Classified Job Specification


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Class Code: 231E
Category: Retail Operations & Marketing


For the Deferred Compensation Program or the Health Care Authority, serves as a marketing representative for a major region of the state. Conducts seminars and group meetings to present supplemental retirement plan and other voluntary benefit programs or health insurance plans to state, political subdivisions and/or school district employees or to public and private representatives. Establishes and maintains an employee network and provides service and/or training to personnel and payroll offices.

Typical Work

Presents agency programs, including Internal Revenue Code 457 Deferred Compensation Program and Internal Revenue Code 129 Dependent Care Assistance Salary Reduction Program, to employees of the state and participating political subdivisions in region of the state (This requires extensive travel and presentations to groups ranging from 20-200 people and solicitation of opportunities to present agency programs.);

Consults with individual employees using lap-top computer generated projections of investment growth and net salary effects of participation in deferred compensation program; explains potential federal tax savings available through participation in programs offered through the agency;

Establishes and maintains effective network of employee volunteers to help promote agency programs in region; establishes contact with and familiarizes personnel and payroll office employees in region with agency programs;

Makes suggestions, based upon field experience, for brochures, articles, etc., used in promotion of agency programs;

Invites political subdivisions in assigned region to participate in Deferred Compensation program;

Keeps abreast of changes in laws regarding retirement and employee benefit programs and in the areas of finance and the economy; follows the performance of investment options offered by the agency;

Makes recommendations to Marketing Coordinator (Manager), based upon feedback from employees, regarding possible enhancement of programs;

Maintains computer based records of agency contacts and presentations, and prepares and submits reports showing field activity;

Writes draft articles for quarterly report and benefits newsletters;

Assists in market research projects;

Performs other duties as required.

Knowledge and Abilities

Knowledge of: financial product sales, including securities, mutual funds, fixed and variable annuities, IRAs, mutual funds and CD's.

Ability to: differentiate between various investment media such as: banks, savings and loans, brokerage firms, insurance companies, etc.; computer skills in either DOS or Apple environment, including word processing, spreadsheet and data base programs; plan, organize, and present ideas effectively in writing and orally; maintain effective interpersonal relationships with various agencies, management, and volunteers; speak to large groups of people.

Legal Requirement(s)

There may be instances where individual positions must have additional licenses or certification. It is the employer’s responsibility to ensure the appropriate licenses/certifications are obtained for each position.

Desirable Qualifications

A Bachelor's degree and two years of professional experience selling financial products and services such as securities, mutual funds, IRAs, annuities and certificates of deposits

Additional qualifying experience will substitute, year for year, for the Bachelor's degree.

A Master's degree in Business Administration, Marketing, Finance or closely allied field will substitute for one year of sales experience.


In the Health Care Authority:

A Bachelor's degree and two years of professional experience processing insurance claims, performing policy service work or marketing in the health insurance industry


Two years as a Benefits Specialist 2 in the Health Care Authority

Additional qualifying experience will substitute, year for year, for the Bachelor's degree.

Equivalent education/experience.

Class Specification History

New class: June 14, 1991
Revised definition, minimum qualifications, title change (formerly Marketing Representative - CDC): October 11, 1996
Revised new class code: (formerly 19292) effective July 1, 2007