Senior Retirement Plan Consultant

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

Job summary

Mutual of America Financial Group is seeking a Senior Retirement Plan Consultant to drive retirement plan sales growth across a defined territory. The role involves expanding relationships with plan sponsors, presenting tailored solutions, and closing new business through consultative engagement.

The position requires 5+ years of outside B2B sales experience, knowledge of 401(k) and 403(b) plans, and an active driver's license with willingness to travel to client locations within the assigned

Qualifications

• 5+ years of outside B2B sales experience.
• Knowledge of retirement products (401k and 403b).
• Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment.
• Active driver’s license - driving is an essential function and travel to client sites is required.
• Bachelor’s degree preferred.

Responsibilities

• Lead a consultative sales process by assessing client needs and supporting opportunities from prospecting through finalist presentations and close.
• Operate with discipline by managing a focused territory strategy, maintaining consistent external activity, and keeping pipeline, CRM, reporting, and follow-up rigorously up to date.
• Identify, qualify, and cultivate prospective plan sponsors through proactive outreach, referrals, networking, and consultant relationships
• Conduct a needs-based discovery with plan sponsors to understand fiduciary objectives, plan design, investments, participant outcomes, and service expectations
• Obtain sales goal in assigned territory by prospecting new client
• Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.

Skills

Sales experience

Retirement products knowledge

Cold calling

Relationship management

Communication skills

Driver's license

Education

Bachelor's degree

Job description

Mutual of America Financial Group
Job Title: Senior Retirement Plan Consultant

Mutual of America Financial Group
Job Title: Senior Retirement Plan Consultant
Locations: Must reside within one of these geographical locations:
Boston, MA, Providence, RI, Connecticut, Greater New York City, Philadelphia, PA, Baltimore, MD, Atlanta, GA, Jacksonville, FL, Dallas, TX, Oklahoma, Salt Lake City, UT, San Francisco, CA, Concord, CA, Sacramento, CA, Seattle, WA

Role Summary:
The Senior Retirement Plan Consultant will be responsible for driving retirement plan sales growth within an assigned territory by developing and expanding relationships directly with plan sponsors. This senior external sales role will represent Mutual of America’s products and services in the market, helping partners evaluate retirement plan opportunities, position the appropriate solution, and win new business. This role is ideal for a high-performing retirement plan sales professional who combines strong industry knowledge with a consultative, relationship-driven approach.

Responsibilities:

• Lead a consultative sales process by assessing client needs and supporting opportunities from prospecting through finalist presentations and close.
• Operate with discipline by managing a focused territory strategy, maintaining consistent external activity, and keeping pipeline, CRM, reporting, and follow-up rigorously up to date.
• Identify, qualify, and cultivate prospective plan sponsors through proactive outreach, referrals, networking, and consultant relationships
• Conduct a needs-based discovery with plan sponsors to understand fiduciary objectives, plan design, investments, participant outcomes, and service expectations
• Obtain sales goal in assigned territory by prospecting new client
• Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.

Required Qualifications:

• 5 plus years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
• Knowledge of retirement products (401k and 403b plans)
• Driven to make outbound cold calls into prospective clients
• Demonstrated cold calling sales ability
• Ability to effectively communicate
• Ability to work effectively in a self-directed environment while remaining highly collaborative across internal teams
• Strong Relationship management skills
• Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
• Active driver’s license - driving is an essential function of this position and a 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:

• Bachelor’s degree

Who Are We:
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 retirement savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

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 (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: $80,000 - $120,000 Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @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.