Hybrid Regional Director - Retirement Plan Sales

Mutual-of-America-Financial-Group

New York (NY)

Hybrid

USD 90,000 - 130,000

Full time

5 days ago
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Benefits offered by this job

Competitive base salary
Uncapped commissions
Comprehensive benefits package
401K match

Job summary

Mutual of America Financial Group in New York, NY is seeking a Regional Sales Director for Retirement Plan Sales to lead growth in an assigned territory with a hybrid in-person/virtual schedule. You will meet with plan sponsors of 401(k) and 403(b) retirement plans, prospect for new business, cross-sell solutions, and collaborate with a high-energy sales team to exceed goals.

Qualified candidates have 5+ years of outside B2B sales, knowledge of retirement products, and the ability to drive with

Qualifications

  • 5+ years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management.
  • Knowledge of retirement products (401k and 403b plans)
  • Driven to make outbound cold calls into prospective clients
  • Demonstrated cold calling sales ability
  • Ability to effectively communicate
  • Strategic thinker who can work independently
  • Strong Relationship management building skills
  • Active FINRA Series 6, 63, and SIE.
  • 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.
  • Preferred: Bachelor's degree; Life Insurance license

Responsibilities

  • Develop and manage a large territory, uncovering new sources of business.
  • Meeting with Plan Sponsors of 401k and 403b retirement 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 RSD territory to position the RSD to ask clients for introductions and to be a reference for sales opportunities.

Skills

B2B sales
Retirement products
Cold calling
Communication
Strategic thinking
Relationship management
FINRA licenses

Education

Bachelor's degree
Life Insurance license

Job description

Mutual of America Financial Group in New York, NY is seeking a Regional Sales Director for Retirement Plan Sales to lead growth in an assigned territory with a hybrid in-person/virtual schedule. You will meet with plan sponsors of 401(k) and 403(b) retirement plans, prospect for new business, cross-sell solutions, and collaborate with a high-energy sales team to exceed goals.

Qualified candidates have 5+ years of outside B2B sales, knowledge of retirement products, and the ability to drive with

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