Regional Sales Director - Retirement Plan Sales

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

Job Details

Posting Details

• Posted on August 10, 2026

Locations

Concord, CA 94520, USA

• Field - Group sales
• Full-Time
• Requisition #: REGIO002319

Description

Mutual of America Financial Group
Job Title:Regional Sales Director - Retirement Plan Sales
Locations: Concord, CA (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 retirement goals.

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

Role Summary:

The Regional Sales Director “RSD” will represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new group takeover plans and cross selling other products. The Regional Sales Director will report into the Regional Vice President and join a dedicated sales team who are full of energy, enthusiasm, and are highly driven to succeed.

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 (CRM) 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.

Required Qualifications:

• 5 plus years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
• Knowledge of retirement products (401k and 403b plans)
• 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

Preferred Qualifications:

• Bachelor’s degree
• Life Insurance license

What we offer you:

• Competitive base salary
• Quarterly uncapped commission structure
• 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 quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.

Base Salary Range: $90,000 - $130,000

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.