Retirement Plan Specialist

Mutual of America Financial Group; City of Albany (NY); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary

Uncapped commission

Benefits package (medical, dental, and

Vision

401(k) match

Parental leave

Paid time off

Job summary

Mutual of America Financial Group is seeking a Retirement Plan Specialist to drive sales of 401(k) and 403(b) plans within a defined territory. You will set appointments, pursue new prospects, and cross-sell solutions while collaborating with client teams to close deals.

The role emphasizes relationship building, strategic thinking, and independently managing a geographic portfolio. Excellent communication and FINRA credentials are valued in this growing team.

Qualifications

• 0-2 years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management.
• Driven to make outbound cold calls into prospective clients.
• Ability to effectively communicate and build relationships.

Responsibilities

• Set qualified appointments with plan sponsors of 401(k) and 403(b) plans.
• Cultivate new prospects in a geographic territory and cross-sell solutions to meet or exceed goals.
• Attend client review meetings with CRM to position the specialist for sales opportunities.

Skills

Cold calling

Communication

Relationship management

Strategic thinking

Independent work

Education

Bachelor’s degree

Job description

Who We Are:

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 financial savings goals.

Mutual of America Financial Group

Job Title: Retirement Plan Specialist
Location: Providence, RI (hybrid)

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Retirement Plan Specialist 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 Retirement Plan Specialist will report into the Regional Vice President and join a dedicated team of Retirement Plan Specialist who are full of energy, enthusiasm, and are highly driven to succeed.

Responsibilities:

• Setting qualified appointments with Plan Sponsors of 401k and 403b 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 Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities.

Required Qualifications:

• 0-2 years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
• Driven to make outbound cold calls into prospective clients
• Ability to effectively communicate
• Strategic thinker who can work independently
• Strong Relationship management building skills
• Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
• Valid driver’s license

Preferred Qualifications:

• Bachelor’s degree
• Demonstrated cold calling sales ability
• Knowledge of retirement products (401k and 403b plans)

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: $65,000 – $85,000

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.