Regional Sales Director – Retirement Plans (Remote)

Mutual of America Financial Group; Boston (MA); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Comprehensive Benefits Package

401K Match

Parental Leave

Paid time off

Job summary

Mutual of America Financial Group is seeking a Regional Sales Director to lead retirement plan sales across an assigned Northeast territory, including Providence, RI, MA and CT. The role emphasizes new business development, cross-selling, and high-impact client meetings with plan sponsors.

You will drive growth by managing a large territory, leveraging multiple outreach strategies, and collaborating with the CRM team to secure referrals and references for ongoing opportunities.

Qualifications

• 5+ years outside B2B 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 valid driver’s license is required.

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.

Skills

Outside B2B sales

Retirement products knowledge

Cold calling

Communication

Strategic thinking

Relationship management

FINRA Series 6, 63, SIE

Valid driver’s license

Education

Bachelor’s degree

Life Insurance license

Job description

Mutual of America Financial Group is seeking a Regional Sales Director to lead retirement plan sales across an assigned Northeast territory, including Providence, RI, MA and CT. The role emphasizes new business development, cross-selling, and high-impact client meetings with plan sponsors.

You will drive growth by managing a large territory, leveraging multiple outreach strategies, and collaborating with the CRM team to secure referrals and references for ongoing opportunities.