Senior Retirement Plan Consultant — High-Impact Territory Sales

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 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