Regional Sales Director - Retirement Plan Sales

Mutual-of-America-Financial-Group; Dallas (TX); Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Quarterly uncapped commissions

Comprehensive benefits starting day 1

401K match up to 6%

Parental leave

Job summary

Mutual of America Financial Group is seeking a Regional Sales Director to lead retirement plan sales remotely within the greater Dallas area (or Oklahoma). The role focuses on new group takeover sales, cross-selling, and meeting sponsors of 401k/403b plans.

You will develop a large territory, drive outbound sales, and work with a regional team to exceed revenue goals. Requires 5+ years of B2B sales, FINRA licenses, and strong relationship skills.

Qualifications

• 5+ years of outside B2B sales experience with proven efficiency in selling, presenting, prospecting, and territory management.
• Knowledge of retirement products (401k and 403b plans).
• Ability to effectively communicate and work independently.
• Demonstrated cold calling sales ability.
• Active FINRA Series 6, 63, and SIE.

Responsibilities

• Develop and manage a large territory, uncovering new sources of business.
• Meet with Plan Sponsors of retirement plans through cold calling, networking, and referrals.
• Cross-sell solutions and exceed goals by closing deals.
• Attend client review meetings with CRM for top clients to secure referrals.

Skills

Outside B2B sales

Cold calling

Relationship management

Communication skills

Driving to client sites

FINRA licenses (6, 63, SIE)

Education

Bachelor’s degree

Life Insurance license

Job description

Job Details

Posting Details

• Posted on September 24, 2026

Locations

• Dallas, TX 75039, USA
• Remote
• Field - Group sales
• Full-Time
• Requisition #: REGIO002329

Description

Mutual of America Financial Group
Job Title: Regional Sales Director - Retirement Plan Sales
Locations: 100% remote - must reside in the greater Dallas, TX area or Oklahoma

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.
• 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

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.