Rola K. Ismail
Brighton
Summary
- To make a difference in a leadership position.
- More than 25 years of professional experience in account management and financial consulting.
- 2025 - Renewed three contracts for total $70,164,443 in January and February.
- 2024 - Renewed three contracts for total $58,473,140.
- Attained Leaders Circle 2021 at MissionSquare Retirement.
- Attained Leaders Circle 2018 & 2019 at ICMA-RC.
- Ranked second at the sales conference in 2007 at Mutual of America.
- Attained Merrill Lynch's Top 10 Advisor's for March 2006 and July 2005.
- Top Agency MVP for 2002 at New England Financial.
- Star Producer for the year 2002 at New England Financial.
- Won a convention in 1999 and a regional contest in 1996 at ALICO.
Overview
30
30
years of professional experience
Work History
Relationship Manager
MissionSquare Retirement
09.2023 - Current
- Responsible for overall relationship and retention of MSQ's mid-market $10-50M clients in the Central US with $3B AUM
- Deliver virtual proactive account management by serving as the primary liaison between clients and MSQ
- Expand and deepen broad plan sponsor relationships (Retirement Boards, senior management, council members or commissioners, any municipal relationship in an authoritative or decision-making role, consultants, and other stakeholders), and maintain strong client satisfaction and reference ability
- Assist plan sponsors in managing plan risks and their fiduciary responsibilities by discovering client goals and objectives, proposing new business solutions, and implementing services and products to fulfill the clients' needs and objectives
- Deliver proactive account management and direct the overall retention strategy of MSQ's $10-50M clients
- Working collaboratively with both the local service team and home office staff to ensure clients' needs are met
- Build and broaden client relationships across all key influencers
- Determine client goals and objectives and develop and manage a strategic business plan towards those objectives
- Lead periodic relationship oversight reporting such as Visual Analytics, Plan Investment and Plan Service Reports
- Assist clients with plan reviews to fulfill their fiduciary responsibilities
- Ensure long-term client satisfaction and reference ability
- Identify new business and service/product expansion opportunities for MSQ
Retirement Plans Specialist
MissionSquare Retirement (formerly ICMA-RC)
11.2016 - 01.2023
- Provide on-site service and education to assigned client base to expand current plan enrollment, participation, increase savings levels, retain the current participant base, and enhance the investment knowledge of plan participants
- Conduct one-on-one consultations on-site at employers, engaging participants in the areas of investment education, enrollment, savings rates and outside asset acquisition
- Provide group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies
- Collaborated in Plan Reviews with key decision-makers of employer-sponsored retirement plans with a focus on plan trends, and participant education outcomes
- Build and maintain positive working relationships with key plan-level decision-makers, including elected officials, board members and union representatives
- Proactively schedule customized educational plans for clients
- Exceed all assigned production, activity, and service-related goals
- Record all daily activity in contact management systems accurately
- Identify and refer new group or individual business opportunities
- Represent MSQ at benefit fairs, conferences, and other unique events that promote building retirement security for public sector employees
Relationship Manager, Group Account Representative
Mutual of America
07.2011 - 11.2016
- Develop relationships with key institutional clients with a focus on retention, contract renewals and growth
- Account Management: Manage over 300 employer pension plans with 8,000+ participants
- Manage a territory that covers all of Michigan, except the Upper Peninsula, and North of Ohio
- Collaboration with the internal account management team to resolve any plan-level issues
- Attend internal and external national and regional association meetings
- Due Diligence Reviews for the Retirement Plans such as 401(k), Profit Sharing, Defined Contribution, 403(b) and others
Participant Account Executive
Mutual of America
06.2006 - 07.2011
- Account Management: Manage over 500 employer pension plans with 10,000+ participants
- Manage a territory that covers all of Michigan, except the Upper Peninsula, and North of Ohio
- On-site Group Employee Meetings: Conduct regular on-site employee meetings to review retirement plans, enhance participation, and provide individual consultations
- Retirement Seminars: Provide retirement seminars to employees at who are within 10 years or less from retirement
- Retirement Assistance: Collaborate closely with retired clients and introduce Financial Advisory Services, focusing on retirement analysis for clients with existing assets of $200,000 or more
- Cash Management Strategies: Utilize tax deferral strategies to enhance retirement savings and/or retirement income
Institutional Relationship Manager, Financial Advisor
Merrill Lynch
06.2006 - 07.2011
- Professional Money Management: Provide comprehensive portfolio management service that provides access to institutional-level money managers
- Retirement Planning: 401(k)s, SEP plans, Profit Sharing, IRAs
- Cash Management Strategies: CDs, Bonds, Variable Rate Preferred, Institutional and Individual Cash Management Strategies
- Banking: Cash Management for Individuals and Institutions
- Lending: Home Financing, Personal Credit, Business, and Investment Financing
- Health Savings Accounts: Establish HSA for Individuals and Institutions
- Estate Planning: Utilize intestate wills, account titling, transfer by contract and trusts
- Non-Profit Services: Donor Cultivation, Planned to Give, and endowment strategies
- Seminars, workshops, expos, networking events, and professional alliances
Sales Manager
American Life Insurance Company, MetLife Company
09.1995 - 06.2001
- Managed, assisted, trained, and evaluated sales agents
- Provided financial services with a concentration on Life, Disability, Annuities, Retirement, and College Education Planning
Education
Chartered Retirement Planning Specialist (CRPS) -
College for Financial Planning
03.2008
Associate, Reinsurance Administration (ARA) -
Life Office Management Association (LOMA)
11.2000
Associate, Insurance Regulatory Compliance (AIRC) -
Life Office Management Association (LOMA)
05.2000
Associate, Insurance Agency Administration (AIAA) -
Life Office Management Association (LOMA)
05.2000
Fellow, Life Management Institute (FLMI) -
Life Office Management Association (LOMA)
05.1999
Associate, Customer Service (ACS) -
Life Office Management Association (LOMA)
05.1997
Bachelor's degree - business administration
American University of Beirut (AUB)
01.1994
Skills
- Client relationship management
- Account management
- Risk assessment
- Retirement planning
- Financial analysis
- Data interpretation
Affiliations And Organizations
- College of Financial Planning's Alumni Association
- Sunrise Livingston Rotary
- LAHRA (Livingston Area Human Resources Association)
- American Chaldean Chamber of Commerce
Licensing
- Series 6
- Series 7
- Series 63
- Series 65
- LAH (Life, Accident, and Health)
Summary Of Qualifications
- 01/25, Renewed three contracts for total $70,164,443 in January and February.
- 01/24, Renewed three contracts for total $58,473,140.
- 2021, Attained Leaders Circle at MissionSquare Retirement.
- 2018, Attained Leaders Circle at ICMA-RC.
- 2019, Attained Leaders Circle at ICMA-RC.
- 07/07, Ranked second at the sales conference at Mutual of America.
- 03/06, Attained Merrill Lynch's Top 10 Advisor's.
- 07/05, Attained Merrill Lynch's Top 10 Advisor's.
- 2002, Top Agency MVP at New England Financial.
- 2002, Star Producer for the year at New England Financial.
- 1999, Won a convention at ALICO.
- 1996, Won a regional contest at ALICO.
Timeline
Relationship Manager
MissionSquare Retirement
09.2023 - Current
Retirement Plans Specialist
MissionSquare Retirement (formerly ICMA-RC)
11.2016 - 01.2023
Relationship Manager, Group Account Representative
Mutual of America
07.2011 - 11.2016
Participant Account Executive
Mutual of America
06.2006 - 07.2011
Institutional Relationship Manager, Financial Advisor
Merrill Lynch
06.2006 - 07.2011
Sales Manager
American Life Insurance Company, MetLife Company
09.1995 - 06.2001
Chartered Retirement Planning Specialist (CRPS) -
College for Financial Planning
Associate, Reinsurance Administration (ARA) -
Life Office Management Association (LOMA)
Associate, Insurance Regulatory Compliance (AIRC) -
Life Office Management Association (LOMA)
Associate, Insurance Agency Administration (AIAA) -
Life Office Management Association (LOMA)
Fellow, Life Management Institute (FLMI) -
Life Office Management Association (LOMA)
Associate, Customer Service (ACS) -
Life Office Management Association (LOMA)
Bachelor's degree - business administration
American University of Beirut (AUB)
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