Regional Sales Director - Retirement Plan Sales

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

Benefits offered by this job

Competitive base salary

Quarterly uncapped commission

Benefits package (medical, dental, and

Vision included

401K Match

Job summary

Mutual of America Financial Group seeks a Regional Sales Director to lead retirement plan sales in a multi-state California territory. You will develop and manage a large territory, prospect new Plan Sponsors, present retirement solutions, and cross-sell products to achieve revenue targets.

The role requires 5+ years of B2B sales, knowledge of 401k/403b plans, and a proven ability to drive outbound calling. A valid driver’s license and FINRA licenses (6, 63, SIE) are required or in process.

Qualifications

• 5+ years of outside B2B sales experience with territory management.
• 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 and think strategically.
• Strong relationship management skills.
• Active FINRA Series 6, 63, and SIE.
• Valid driver’s license required for in-person meetings.

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.
• Work within a geographic territory to cultivate new prospects and cross-sell solutions.
• Attend client review meetings with CRM for top clients to secure referrals and opportunities.

Skills

B2B sales

Retirement products knowledge

Cold calling

Communication skills

Strategic thinking

Relationship management

FINRA licenses (6/63/SIE)

Driver's license

Education

Bachelor’s degree

Tools

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.