Regional Sales Director - Retirement Plan Sales

Mutual-of-America-Financial-Group

Pittsburgh (Allegheny County)

On-site

USD 90,000 - 130,000

Full time

7 days ago
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Benefits offered by this job

Competitive base salary
Uncapped quarterly commissions
Benefits package starts day one
401(k) match up to 6%
Parental Leave: 8 weeks
PTO: 20 days + 2 personal holidays

Job summary

Mutual of America Financial Group is seeking a Regional Sales Director to drive retirement plan sales across a Southern NJ/PA/MD/DC territory. You will build a large region, lead client engagements, and execute cross-sell opportunities through outbound outreach.

Requirements include 5+ years of B2B sales, knowledge of 401k/403b products, FINRA licenses (6/63/SIE), and a bachelor’s degree or life insurance license. A valid driver’s license and travel willingness are essential.

Qualifications

  • 5+ 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).
  • Ability to make outbound cold calls to prospective clients.
  • Strong relationship management and strategic thinking abilities.
  • Active FINRA Series 6, 63, and SIE; valid driver’s license required.

Responsibilities

  • Develop and manage a large territory with new sources of business.
  • Meet with Plan Sponsors of retirement plans through networking, referrals and cold calling.
  • Cross-sell solutions to reach and exceed sales goals across the territory.
  • Attend client review meetings to position the company for new opportunities.

Skills

Outside B2B sales
Retirement products knowledge
Cold calling
Strategic thinker
Relationship management
FINRA licenses (6/63/SIE)
Driver's license

Education

Bachelor’s degree
Life Insurance license

Tools

CRM tools

Job description

Posting Details
  • Posted on September 23, 2026
Locations

Showing 1 location Pittsburgh, PA 15222, USA
+4 more locations

  • Remote
  • Field - Group sales
  • Full-Time
  • Requisition #: REGIO002328
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‑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.

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