Regional Retirement Plan Sales Director — Hybrid, Uncapped Commission

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

Benefits offered by this job

Comprehensive benefits package

401K match

Parental leave

Paid time off

Job summary

Mutual of America Financial Group in Concord, CA (hybrid) seeks a Regional Sales Director to lead retirement plan sales across a defined territory. You will cultivate new business with 401(k) and 403(b) plans, build strong client relationships, and collaborate with the sales team.

The role requires 5+ years of outside B2B sales, knowledge of retirement products, and proactive outreach. Competitive base salary with uncapped commissions and a comprehensive benefits package are offered.

Qualifications

• 5+ years of outside B2B sales experience.
• Knowledge of retirement products (401k and 403b).
• 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.
• Valid driver’s 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 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

Outside B2B sales

Retirement products knowledge

Cold calling

Communication skills

Strategic thinking

Relationship management

FINRA Series 6/63/SIE

Valid driver's license

Education

Bachelor’s degree

Life Insurance license

Job description

Mutual of America Financial Group in Concord, CA (hybrid) seeks a Regional Sales Director to lead retirement plan sales across a defined territory. You will cultivate new business with 401(k) and 403(b) plans, build strong client relationships, and collaborate with the sales team.

The role requires 5+ years of outside B2B sales, knowledge of retirement products, and proactive outreach. Competitive base salary with uncapped commissions and a comprehensive benefits package are offered.