401(k) Plan Sales Specialist

Mutual of America Financial Group; Washington (District of Columbia); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary

Uncapped commissions

Benefits package starts day one

401(k) match

Job summary

Mutual of America Financial Group is seeking a Retirement Plan Specialist to drive new group takeover plans and cross-sell retirement products across an assigned territory, including DC. You will report to the Regional VP and join a high-energy team focused on growth.

The role emphasizes cold calling, appointment setting, and client meetings to secure new business while meeting or exceeding sales goals. A valid driver's license is required for travel within the territory.

Qualifications

• 0-2 years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management.
• Driven to make outbound cold calls into prospective clients.
• Ability to effectively communicate.
• Strategic thinker who can work independently.
• Strong Relationship management building skills.
• Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment.
• Driving is an essential function of this position and a business necessity because the employee must regularly drive to client and prospective-client locations throughout the assigned sales territory to conduct in-person meetings, presentations, and site visits. A valid driver’s license is required.

Responsibilities

• Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
• Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
• Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities.

Skills

B2B sales

Cold calling

Communication

Relationship management

Strategic thinking

FINRA Series 6/63/SIE

Driver's license

Education

Bachelor’s degree

Job description

Mutual of America Financial Group is seeking a Retirement Plan Specialist to drive new group takeover plans and cross-sell retirement products across an assigned territory, including DC. You will report to the Regional VP and join a high-energy team focused on growth.

The role emphasizes cold calling, appointment setting, and client meetings to secure new business while meeting or exceeding sales goals. A valid driver's license is required for travel within the territory.