Participant Retirement Sales Specialist

Mutual of America; Chesterfield (MO); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k) match

Paid parental leave

Paid time off

Job summary

Mutual of America Financial Group is seeking a Participant Retirement Sales Specialist to support the Midwestern region, reporting to the Regional Vice President. The role involves representing Mutual of America in sales and marketing, conducting group and individual meetings on-site at a Regional Office's group client.

Responsibilities include enrollment of participants in new 401k/403b plans, cross-selling products, and expanding relationships with participants while coordinating with regional

Qualifications

• At least two years of sales experience or equivalent industry experience.
• Experience presenting in group settings to varying sizes.
• Individual sales experience and comfort with cold calling.
• Strong business sense, motivation and communication skills.
• Active FINRA Series 6 and 63 or plan to obtain within 180 days.
• Active State Life and Health Insurance License or obtain within 180 days.

Responsibilities

• Assist rollout and enrollment of participants in newly established 401k/403b plans through group and individual meetings.
• Cross-sell individual products during on-site meetings with participants.
• Network and prospect new participants for Mutual of America’s products.
• Increase enrollment, contributions, and transfers from current participants.
• Follow up on direct mail, advertising and website leads to Regional office.
• Act as a financial liaison with participants on product options and investments.
• Collaborate with colleagues to demonstrate Mutual of America’s service model to prospects.
• Coordinate client service matters with local Regional Office staff and home office departments.

Skills

Sales experience

Group presentations

Cold calling

Communication skills

FINRA Series 6/63

Life & Health License

Driver's license

Job description

St. Louis, MO (remote)
St. Louis, MO, USA

• Hybrid
• Field - Individual Sales
• Full-Time
• Requisition #: PARTI002297

Description

Mutual of America Financial Group
Job Title:Participant Retirement Sales SpecialistLocation:St. Louis, MO (remote)

Who We Are:

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 retirement 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 Midwestern 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 PAS will be responsible for following up on direct mail, advertising and website leads 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
• Individual sales experience and being comfortable with cold calling
• 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 and Health Insurance License (in all states covered) required or obtained within 180 days of employment
• Valid driver’s license required

Preferred Qualifications:

• CRPS designation preferred after 5 years in sales related position
• 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

Visitwww.mutualofamerica.com/careersfor additional details about life at Mutual of America. You can also follow us onTwitter:@mutualofamerica |Facebook:@mutualofamerica

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.