Retirement Plan Specialist

Mutual of America; Providence (RI); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Quarterly uncapped commission structure

Comprehensive benefits package (medical, dental, and vision)

401(k) match up to 6%

8 weeks fully paid parental leave

20 days paid time off plus two floating holidays

Job summary

Mutual of America is looking for a Retirement Plan Specialist in Providence, RI, to drive growth by setting appointments with 401(k) and 403(b) plan sponsors. Ideal candidates will have 0-2 years of business-to-business sales experience and be driven to cold call prospective clients. This role offers a hybrid work environment with a comprehensive benefits package, starting salary between $65,000 – $85,000, and uncapped commissions.

Qualifications

• 0-2 years of outside business-to-business sales experience with proven efficiency.
• Driven to make outbound cold calls into prospective clients.
• Strong relationship management building skills.

Responsibilities

• Set qualified appointments with Plan Sponsors through cold calling and networking.
• Cultivate new prospects and reach/exceed sales goals.
• Attend client review meetings to request introductions for sales opportunities.

Skills

Outside business-to-business sales experience

Cold calling

Effective communication

Territory management

Relationship management

Strategic thinking

Education

Active FINRA Series 6, 63, and SIE

Job description

Location

Providence, RI (hybrid)

• Hybrid
• Field - Group sales
• Full-Time
• Requisition #: RETIR002263

Overview

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.

Job Title

Retirement Plan Specialist

Responsibilities

• Setting qualified appointments with Plan Sponsors of 401(k) and 403(b) 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

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

Benefits

• 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.

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.

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.