Hybrid Retirement Plan Specialist: Territory Sales Pro

Mutual of America Financial Group; New Haven (CT); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary

Quarterly uncapped commissions

Benefits package from day one (medical

401K match up to 6%

Parental Leave: 8 weeks

PTO: 20 days + 2 personal

Job summary

Mutual of America Financial Group is seeking a Retirement Plan Specialist in a hybrid role based in Providence, RI. The position focuses on selling and marketing Retirement Plan solutions to clients and prospects in an assigned territory, with a strong emphasis on new group takeover plans and cross-selling other products.

The role reports to the Regional Vice President and joins a dynamic team of energized professionals dedicated to achieving growth and client success.

Qualifications

• 0–2 years of outside business-to-business sales experience.
• Ability to effectively communicate and present.
• Proven outbound cold calling ability.
• Strategic thinker who can work independently.
• Strong relationship management skills.
• Active FINRA Series 6, 63, and SIE or must be obtained within 180 days of employment.
• Valid driver’s license.

Responsibilities

• Set qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies.
• Cultivate new prospects within a geographic territory and cross-sell solutions to meet/exceed targets.
• Attend client review meetings with CRM for top clients to position the salesperson for introductions.

Skills

B2B sales

Cold calling

Communication

Strategic thinking

Relationship management

Driver's license

Education

Bachelor's degree

Job description

Mutual of America Financial Group is seeking a Retirement Plan Specialist in a hybrid role based in Providence, RI. The position focuses on selling and marketing Retirement Plan solutions to clients and prospects in an assigned territory, with a strong emphasis on new group takeover plans and cross-selling other products.

The role reports to the Regional Vice President and joins a dynamic team of energized professionals dedicated to achieving growth and client success.