Regional Retirement Plan Sales Director - Hybrid - Uncapped

Mutual-of-America-Financial-Group; Concord (CA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Quarterly uncapped commissions

Comprehensive Benefits Package (health

401(K) Match up to 6%

Parental Leave: 8 weeks

Paid time off: 20 days + 2 floating个人友

Job summary

Mutual of America Financial Group in Concord, CA is seeking a Regional Sales Director to drive group retirement plan sales within an assigned territory. You will develop new business with plan sponsors of 401k/403b programs, manage relationships, and collaborate with the regional team to exceed goals.

The role requires 5+ years of outside B2B sales experience, knowledge of retirement products, strong communication, and FINRA licenses (6,63,SIE) plus a valid driver's license.

Qualifications

• 5+ years of outside B2B sales experience with proven efficiency in selling.
• Knowledge of retirement products (401k/403b) required.
• Ability to make outbound cold calls and generate opportunities.
• Strong communication and relationship-building skills.
• Demonstrated strategic thinking and independence.
• Valid driver’s license; FINRA Series 6, 63 and SIE are required.

Responsibilities

• Develop and manage a large territory with new business sources.
• Meet with Plan Sponsors of retirement plans through various strategies.
• Cross-sell solutions and exceed sales goals by closing deals.
• Attend client review meetings to position the RSD for opportunities.

Skills

Outside B2B sales

Prospecting

Relationship management

Cold calling

Communication

Strategic thinker

Team collaboration

FINRA 6/63/SIE

Job description

Mutual of America Financial Group in Concord, CA is seeking a Regional Sales Director to drive group retirement plan sales within an assigned territory. You will develop new business with plan sponsors of 401k/403b programs, manage relationships, and collaborate with the regional team to exceed goals.

The role requires 5+ years of outside B2B sales experience, knowledge of retirement products, strong communication, and FINRA licenses (6,63,SIE) plus a valid driver's license.