Retirement Plan Specialist

Mutual of America; Conshohocken, Pittsburgh, Linthicum, Washington (Montgomery County, Allegheny County, MD, District of Columbia); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Uncapped commissions

Benefits package

401K match

Parental leave

Paid time off

Job summary

Mutual of America Financial Group is seeking a Retirement Plan Specialist to drive new group retirement opportunities and cross-sell across an assigned territory in a hybrid work setting.

You will conduct qualified appointments, manage a geographic territory, and participate in client reviews to generate sales opportunities. Travel to client sites is required, and a FINRA license may be 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

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

Skills

Outside B2B sales

Cold calling

Communication

Strategic thinker

Relationship management

FINRA Series 6/63/SIE

Job description

Locations

Showing 1 location PA - Philadelphia Conshohocken, PA 19428, USA +3 more locations

• Hybrid
• Field - Group sales
• Full-Time
• Requisition #: RETIR002306

Description

Mutual of America Financial Group

Job Title: Retirement Plan Specialist

Location: Philadelphia, PA, Baltimore, MD, Pittsburgh, PA or Washington, DC

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.

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

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:

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

What we offer you:

• 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

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.