Retirement Plan Specialist: Growth & Impact

Mutual of America Financial Group; Boston (MA); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive base salary

Uncapped commissions

Benefits package

401(K) match

Parental leave

Paid time off

Job summary

Mutual of America Financial Group seeks a Retirement Plan Specialist to represent the firm in a sales and marketing capacity across an assigned territory, focusing on new group takeover prospects and cross-selling other retirement products. The role reports to the Regional Vice President within a driven team.

The ideal candidate has 0–2 years in outside B2B sales, is driven to outbound cold call, and communicates effectively while building relationships.

Qualifications

• 0–2 years of outside B2B sales experience with proven efficiency in selling, presenting, prospecting, and territory management.
• Outbound cold calling to prospective clients.
• Ability to communicate effectively and think strategically.
• Strong relationship management skills.
• Active FINRA Series 6, 63, and SIE or must be obtained within 180 days.
• Valid driver's license; driving to client locations is a regular function.

Responsibilities

• Set qualified appointments with Plan Sponsors of 401k and 403b plans via multiple strategies.
• Cultivate new prospects in the territory and cross-sell solutions to exceed goals.
• Attend client review meetings and position for references and referrals.

Skills

Outbound sales

Communication

Strategic thinking

Relationship management

Self-starter

Driving

Education

Bachelor's degree

Job description

Mutual of America Financial Group seeks a Retirement Plan Specialist to represent the firm in a sales and marketing capacity across an assigned territory, focusing on new group takeover prospects and cross-selling other retirement products. The role reports to the Regional Vice President within a driven team.

The ideal candidate has 0–2 years in outside B2B sales, is driven to outbound cold call, and communicates effectively while building relationships.