Retirement Plan Specialist
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Job Description
Retirement plan sales specialist acquiring 401(k) and 403(b) clients for Mutual of America Financial Group. Managing territories, cold outreach, cross-selling, and client relationships.
Responsibilities:
- Represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory
- Solicit new group takeover plans and cross-sell other products
- Set qualified appointments with 401(k) and 403(b) plan sponsors through cold calling, networking, and referrals
- Cultivate new prospects within a geographic territory
- Cross-sell solutions and reach or exceed goals by closing deals
- Attend client review meetings with the Customer Relationship Manager for the top five to ten clients in the territory
- Ask clients for introductions and serve as a reference for sales opportunities
- Report to the Regional Vice President and collaborate with the Retirement Plan Specialist team
Requirements:
- 0–2 years of outside business-to-business sales experience
- Proven efficiency in selling, presenting, prospecting, and territory management
- Driven to make outbound cold calls to prospective clients
- Ability to effectively communicate
- Strategic thinker able to work independently
- Strong relationship management-building skills
- Active FINRA Series 6, 63, and SIE licenses, or must obtain them within the first 180 days of employment
- Valid driver’s license
- Bachelor’s degree preferred
- Demonstrated cold-calling sales ability preferred
- Knowledge of retirement products, including 401(k) and 403(b) plans, preferred
Benefits:
- Competitive base salary
- Quarterly uncapped commission structure
- Comprehensive medical, dental, and vision benefits starting day one of employment
- 401(k) match: up to 6% of pay with 100% employer match on employee contributions
- 8 weeks fully paid parental leave
- 20 days paid time off plus two floating personal holidays
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