Senior Retirement Plan Consultant — Uncapped Commission & Growth

Mutual of America Financial Group; New York (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Competitive base salary

Quarterly uncapped commission

Benefits package starting day one

401(K) Match

Parental Leave

Paid time off

Job summary

Mutual of America Financial Group is seeking a Senior Retirement Plan Consultant to drive retirement plan sales growth within an assigned territory. You will build and expand relationships directly with plan sponsors, represent Mutual of America’s products, and win new business through a consultative, relationship-driven approach.

The role requires 5+ years of outside B2B sales, knowledge of 401(k) and 403(b) plans, and active FINRA licenses (or plans to obtain within 180 days).

Qualifications

• 5+ years of outside B2B 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 but collaborative environment.
• Strong relationship management skills.
• Active FINRA Series 6, 63, and SIE or must be obtained within 180 days of employment.
• Active driver’s license is required for travel to client locations.

Responsibilities

• Lead a consultative sales process from prospecting through finalist presentations and close.
• Manage a focused territory strategy with consistent external activity and accurate CRM updates.
• Identify and cultivate prospective plan sponsors through outreach, referrals, networking, and consultant relationships.
• Conduct needs-based discovery with plan sponsors on fiduciary objectives, plan design, investments, and service expectations.
• Achieve sales goals in the assigned territory by prospecting new clients.
• Set qualified appointments with Plan Sponsors of 401(k) and 403(b) plans through multiple strategies.

Skills

B2B sales

Retirement products

Cold calling

Communication

Relationship management

FINRA licenses

Driver's license

Education

Bachelor's degree

Tools

CRM

Job description

Mutual of America Financial Group is seeking a Senior Retirement Plan Consultant to drive retirement plan sales growth within an assigned territory. You will build and expand relationships directly with plan sponsors, represent Mutual of America’s products, and win new business through a consultative, relationship-driven approach.

The role requires 5+ years of outside B2B sales, knowledge of 401(k) and 403(b) plans, and active FINRA licenses (or plans to obtain within 180 days).