Participant Retirement Sales Specialist

Mutual of America; Charlotte (NC); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Comprehensive Benefits Package

401(k) Match and employer contribution

Parental Leave

Paid time off

Job summary

Mutual of America Financial Group in Charlotte, NC, seeks a Participant Retirement Sales Specialist (hybrid) to support the South Atlantic region and report to the Regional Vice President. The role involves representing Mutual of America in a sales and marketing capacity, conducting group and individual meetings on-site at regional office group clients.

Responsibilities include enrolling participants in newly established 401k and 403b plans, cross-selling products, networking to recruit new

Qualifications

• At least two years of sales experience or equivalent industry experience.
• Experience in presenting in a group setting to a variety of size groups.
• General business acumen with strong motivation and communication skills.
• Active FINRA Series 6 and 63 or must obtain within the first 180 days of employment.
• Active State Life Insurance License (in all states covered) required or obtained within 180 days of employment.
• Valid driver’s license required.

Responsibilities

• Assist in the rollout and enrollment of participants in newly established 401k and 403b plans through group and individual meetings.
• Enhance the company’s relationship with the participants, while cross selling individual products during on-site group and individual employee meetings.
• Actively network and prospect new participants to add to Mutual of America’s product suite.
• Increase enrollment, contributions and obtaining transfers from current group plan participants.
• The Participant Retirement Sales Specialist will be responsible for following up on direct mail, advertising and website leads that are forwarded to the regional office.
• Acts as a financial liaison with participants on all matters concerning individual products, including investment alternatives offered under the contract.
• Collaborate and present with other colleagues to show and prove our service model to prospects who are on the verge of buying our group products.
• Coordination of client service matters with local Regional Office service staff and any appropriate home office departments.

Skills

Sales experience

Group presentations

Communication skills

FINRA Series 6/63

Life Insurance License

Driver's license

Job description

Mutual of America Financial Group
Job Title:Participant Retirement Sales Specialist
Location:Charlotte, NC (hybrid)

Who Are We

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary

The Participant Retirement Sales Specialist will support the South Atlantic region and report into the Regional Vice President. The Participant Retirement Sales Specialist will represent Mutual of America in a sales and marketing capacity conducting group and individual meetings on-site at a Regional Office’s group client.

Responsibilities

• Assist in the rollout and enrollment of participants in newly established 401k and 403b plans through group and individual meetings
• Enhance the company’s relationship with the participants, while cross selling individual products during on-site group and individual employee meetings
• Actively network and prospect new participants to add to Mutual of America’s product suite
• Increase enrollment, contributions and obtaining transfers from current group plan participants
• The Participant Retirement Sales Specialist will be responsible for following up on direct mail, advertising and website leads that are forwarded to the regional office
• Acts as a financial liaison with participants on all matters concerning individual products, including investment alternatives offered under the contract
• Collaborate and present with other colleagues to show and prove our service model to prospects who are on the verge of buying our group products
• Coordination of client service matters with local Regional Office service staff and any appropriate home office departments

Required Qualifications

• At least two years of sales experience or equivalent industry experience
• Experience in presenting in a group setting to a variety of size groups
• General business acumen with strong motivation and communication skills
• Active FINRA Series 6 and 63 or must obtain within the first 180 days of employment
• Active State Life Insurance License (in all states covered) required or obtained within 180 days of employment
• Valid driver’s license required

Preferred Qualifications

• Knowledge of products underwritten by the company (401k and 403b retirement plan)

What we offer you

• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
• 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
• Parental Leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.

Base Salary Range: $65,000 - $85,000

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.