Participant Account Specialist

Role Summary

The Participant Account Specialist will support the Midwestern region and report into the Regional Vice President. The Participant Account Specialist will represent Mutual of America in a sales and marketing capacity conducting group and individual meetings on-site at a Regional Office’s group client.

Responsibilities

• Assist in the rollout and enrollment of participants in newly established 401k and 403b plans through group and individual meetings
• Enhance the company’s relationship with the participants, while cross selling individual products during on-site group and individual employee meetings
• Actively network and prospect new participants to add to Mutual of America’s product suite
• Increase enrollment, contributions and obtaining transfers from current group plan participants
• Acts as a financial liaison with participants on all matters concerning individual products, including investment alternatives offered under the contract
• Collaborate and present with other colleagues to show and prove our service model to prospects who are on the verge of buying our group products
• Coordination of client service matters with local Regional Office service staff and any appropriate home office departments

Required Qualifications

• At least two years of sales experience or equivalent industry experience
• Experience in presenting in a group setting to a variety of size groups
• Individual sales experience and being comfortable with cold calling
• General business acumen with strong motivation and communication skills
• Active FINRA Series 6 and 63 or must obtain within the first 180 days of employment
• Active State Life and Health Insurance License (in all states covered) required or obtained within 180 days of employment
• Valid driver’s license required

Preferred Qualifications

• Bachelor’s degree preferred
• CRPS designation preferred after 5 years in sales related position
• Knowledge of products underwritten by the company (401k and 403b retirement plan)

What we offer you

• Competitive base salary
• 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