Regional Sales Director - Retirement Plan Sales

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

Benefits offered by this job

Base salary

Uncapped commissions

Benefits package starts day one

401(k) match up to 6%

Parental leave: 8 weeks

Paid time off: 20 days + 2 floating休假

Job summary

Mutual of America Financial Group seeks a Regional Sales Director to lead retirement plan sales in California, covering Concord, San Francisco, Sacramento or Fresno. You will drive new business, engage plan sponsors, and cross-sell a full retirement products suite.

The role requires 5+ years of B2B outside sales, knowledge of 401(k)/403(b) plans, and strong prospecting skills. A FINRA license and a valid driver's license are essential, with a competitive base and uncapped commissions.

Qualifications

• 5+ years of outside B2B sales experience with territory management.
• Knowledge of retirement products (401k and 403b).
• Ability to make outbound cold calls to prospective clients.
• Proven cold calling and sales ability.
• Strong communication and relationship-building skills.
• Strategic thinker who can work independently.
• Active FINRA Series 6, 63 and SIE.
• Valid driver’s license and willingness to travel to client locations.

Responsibilities

• Develop and manage a large territory with new business.
• Meet Plan Sponsors of retirement plans via cold calling, networking and referrals.
• Cross-sell solutions and exceed sales targets.
• Attend client reviews with CRM to secure introductions and references.

Skills

Outside sales

Prospecting

Cold calling

Relationship management

Communication skills

Strategic thinking

FINRA Series 6/63/SIE

Driving

Education

Bachelor's degree

Life Insurance license

Job description

Mutual of America Financial Group

Job Title: Regional Sales Director - Retirement Plan Sales

Locations: Concord, CA, San Francisco, CA, Sacramento, CA or Fresno, CA

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

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.