Regional Retirement Plan Sales Director - Uncapped Commission

Mutual of America Financial Group; San Francisco (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Quarterly uncapped commission

Benefits package (medical, dental, and

Vision included

401K Match

Job summary

Mutual of America Financial Group seeks a Regional Sales Director to lead retirement plan sales in a multi-state California territory. You will develop and manage a large territory, prospect new Plan Sponsors, present retirement solutions, and cross-sell products to achieve revenue targets.

The role requires 5+ years of B2B sales, knowledge of 401k/403b plans, and a proven ability to drive outbound calling. A valid driver’s license and FINRA licenses (6, 63, SIE) are required or in process.

Qualifications

• 5+ years of outside B2B sales experience with territory management.
• 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 and think strategically.
• Strong relationship management skills.
• Active FINRA Series 6, 63, and SIE.
• Valid driver’s license required for in-person meetings.

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.
• Work within a geographic territory to cultivate new prospects and cross-sell solutions.
• Attend client review meetings with CRM for top clients to secure referrals and opportunities.

Skills

B2B sales

Retirement products knowledge

Cold calling

Communication skills

Strategic thinking

Relationship management

FINRA licenses (6/63/SIE)

Driver's license

Education

Bachelor’s degree

Tools

Life Insurance license

Job description

Mutual of America Financial Group seeks a Regional Sales Director to lead retirement plan sales in a multi-state California territory. You will develop and manage a large territory, prospect new Plan Sponsors, present retirement solutions, and cross-sell products to achieve revenue targets.

The role requires 5+ years of B2B sales, knowledge of 401k/403b plans, and a proven ability to drive outbound calling. A valid driver’s license and FINRA licenses (6, 63, SIE) are required or in process.