Regional Sales Director - Retirement Plan Sales

Mutual of America Financial Group; Conshohocken (Montgomery County); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Quarterly uncapped commissions

Benefits package starts day one

401(K) Match up to 6%

Parental Leave: 8 weeks paid

Paid time off: 20 days + 2 personal

Job summary

Mutual of America Financial Group is seeking a Regional Sales Director for Retirement Plan Sales to cover Southern NJ, PA, MD, or DC. The role focuses on growing a large territory, building relationships with Plan Sponsors of 401k/403b plans, and cross-selling to meet or exceed targets.

The position requires 5+ years in B2B sales, knowledge of retirement products, and active FINRA licenses; a driver's license is required due to travel across client locations.

Qualifications

• 5+ years of outside business-to-business sales experience.
• Knowledge of retirement products (401k and 403b).
• Driven to make outbound cold calls.
• 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.
• Driving is an essential function; a valid driver’s license is required.

Responsibilities

• Develop and manage a large territory and uncover new sources of business.
• Meet with Plan Sponsors of retirement plans through cold calling, networking, and referrals.
• Cross-sell solutions and exceed goals within a geographic territory.
• Attend client review meetings and serve as a reference for sales opportunities.

Skills

Outside B2B sales

Retirement products knowledge

Cold calling

Communication skills

Strategic thinker

Relationship management

FINRA Series 6/63/SIE

Driver's license

Education

Bachelor’s degree

Tools

FINRA licenses

Job description

Mutual of America Financial Group

Job Title: Regional Sales Director - Retirement Plan Sales

Locations: Must reside in Southern NJ, Pennsylvania, Maryland, or DC

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-size 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.
• Driving is an essential function of this position and a business necessity because the employee must regularly drive to client and prospective-client locations throughout the assigned sales territory to conduct in-person meetings, presentations, and site visits. A valid driver’s license is required.

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

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @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.