Field Retirement Plan Sales Specialist

Mutual of America Financial Group; Pittsburgh (Allegheny County); On-site; USD 65,000 - 85,000; Full time

Job summary

Mutual of America Financial Group is seeking a Retirement Plan Specialist to drive new business in an assigned territory, with emphasis on soliciting group takeover plans and cross-selling retirement products. You will report to the Regional Vice President and join a dedicated team of sales professionals who are energetic and motivated to succeed.

Responsibilities include setting qualified appointments with plan sponsors of 401k and 403b plans, cultivating new prospects, cross-selling solutions,

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; strong communication skills
• Strategic thinker who can work independently and manage territory
• 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 across the territory to conduct in-person meetings

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 territory to position the specialist to secure referrals and opportunities.

Skills

B2B sales

Cold calling

Communication skills

Strategic thinking

Relationship management

Driving

Education

Bachelor’s degree

FINRA Series 6/63/SIE licenses or willingness to obtain within 180 days

Job description

Mutual of America Financial Group is seeking a Retirement Plan Specialist to drive new business in an assigned territory, with emphasis on soliciting group takeover plans and cross-selling retirement products. You will report to the Regional Vice President and join a dedicated team of sales professionals who are energetic and motivated to succeed.

Responsibilities include setting qualified appointments with plan sponsors of 401k and 403b plans, cultivating new prospects, cross-selling solutions,