Retirement Plan Specialist – Hybrid, Uncapped Commissions

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

Benefits offered by this job

Competitive base salary

Quarterly uncapped commission

Comprehensive Benefits Package

401(K) Match

Parental Leave

Paid time off

Job summary

Mutual of America Financial Group in Providence, RI (hybrid) is seeking a Retirement Plan Specialist to represent the company in sales and marketing to clients and prospects, with emphasis on soliciting new group takeover plans and cross-selling other products. You will report to the Regional Vice President and join a driven team dedicated to success.

The role requires 0-2 years of outside B2B sales, cold-calling, strong communication, and a FINRA/SIE credential or plan to obtain within six

Qualifications

• 0-2 years of outside B2B 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 skills.
• Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment.
• Valid driver’s license.

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 skills

Relationship management

FINRA 6/63/SIE

Driver's license

Education

Bachelor's degree

Job description

Mutual of America Financial Group in Providence, RI (hybrid) is seeking a Retirement Plan Specialist to represent the company in sales and marketing to clients and prospects, with emphasis on soliciting new group takeover plans and cross-selling other products. You will report to the Regional Vice President and join a driven team dedicated to success.

The role requires 0-2 years of outside B2B sales, cold-calling, strong communication, and a FINRA/SIE credential or plan to obtain within six