Senior Retirement Plan Consultant - Remote (401k/403b)

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

Benefits offered by this job

Quarterly commissions

Benefits package

401(k) match

Parental leave

Paid time off

Job summary

Mutual of America Financial Group is seeking a Senior Retirement Plan Consultant to drive new group takeover plans and cross-sell products from a Remote - Indiana / Kentucky base. You will set qualified appointments, cultivate prospects within a geographic territory, and attend client review meetings to position sales opportunities.

The role requires 5+ years in B2B sales, knowledge of 401k/403b products, and strong communication.

Qualifications

• 5+ 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 and think strategically while working independently.
• 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 sales

Cold calling

Territory management

Relationship building

Communication

Education

Bachelor's degree

Tools

FINRA licenses

Job description

Mutual of America Financial Group is seeking a Senior Retirement Plan Consultant to drive new group takeover plans and cross-sell products from a Remote - Indiana / Kentucky base. You will set qualified appointments, cultivate prospects within a geographic territory, and attend client review meetings to position sales opportunities.

The role requires 5+ years in B2B sales, knowledge of 401k/403b products, and strong communication.