Senior Retirement Plan Consultant

Mutual of America Financial Group; Covington (KY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Quarterly uncapped commission

Comprehensive benefits package

401(k) match

Paid parental leave

20 days paid time off plus floating holidays

Job summary

A financial services corporation is seeking a Senior Retirement Plan Consultant to represent the organization in sales and marketing. This role involves setting up appointments with Plan Sponsors, cross-selling retirement products, and attending client meetings. The ideal candidate will have over 5 years of sales experience and a strong knowledge of retirement products. This remote position covers Indiana and Kentucky, offering a competitive salary and a comprehensive benefits package.

Qualifications

• 5+ years of outside business-to-business sales experience.
• Ability to work independently and strategically.
• Active FINRA Series 6, 63, and SIE license or ability to obtain.

Responsibilities

• Set qualified appointments with Plan Sponsors of 401(k) and 403(b) plans.
• Cultivate new prospects and cross-sell solutions.
• Attend client review meetings with the Customer Relationship Manager.

Skills

Outside business-to-business sales experience

Knowledge of retirement products

Cold calling

Strong communication skills

Strategic thinking

Relationship management

Education

Bachelor’s degree

Job description

Mutual of America Financial Group

We help people build the assets they need to achieve greater financial security. Our company was founded in 1945 to provide small and mid‑size nonprofit organizations with pension and retirement‑related services, and today we also serve for‑profit companies, governmental entities, tribal enterprises, institutional investors, and individuals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Job Title: Senior Retirement Plan Consultant
Location: Remote – Indiana / Kentucky

Role Summary

The Senior Retirement Plan Consultant 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 role reports to the Regional Vice President and works as part of a dedicated team of Retirement Plan Specialists.

Responsibilities

• Setting qualified appointments with Plan Sponsors of 401(k) and 403(b) plans through multiple strategies, including cold calling, networking, and referrals.
• Working within a geographic territory to cultivate new prospects, cross‑sell solutions, and reach and exceed goals by closing deals.
• Attending client review meetings with the Customer Relationship Manager for the top five to ten clients in the territory to position the role for introductions and to serve as a reference for sales opportunities.

Required Qualifications

• 5+ years of outside business‑to‑business sales experience with proven efficiency in selling, presenting, prospecting, and territory management.
• Knowledge of retirement products (401(k) and 403(b) plans).
• Driven to make outbound cold calls into prospective clients.
• Demonstrated cold‑calling sales ability.
• Strong communication skills.
• Strategic thinker who can work independently.
• Strong relationship‑management building skills.
• Active FINRA Series 6, 63, and SIE license or ability to obtain within the first 180 days of employment.
• Valid driver’s license.

Preferred Qualifications

• Bachelor’s degree.

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 with 100% employer match on employee contributions.
• Parental leave: 8 weeks fully paid.
• Paid time off: 20 days plus two floating personal holidays.

Salary Range

Base Salary Range: $80,000 – $120,000. The role is also eligible for quarterly commissions (uncapped), allowing total compensation to exceed this range depending on individual and/or company performance.

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.