Participant Retirement Sales Specialist

About Us

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. Founded in 1945, we provide pension and retirement-related services, along with leading customer support, to small and mid-sized nonprofit organizations, for-profit companies, governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers to help them achieve their financial savings goals.

About the Role

The Participant Retirement Sales Specialist will support the South Atlantic region and report to the Regional Vice President. This role represents 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 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 obtain transfers from current group plan participants
• Follow up on direct mail, advertising, and website leads forwarded to the regional office
• Act as a financial liaison with participants on all matters concerning individual products, including investment alternatives offered under the contract
• Collaborate and present with colleagues to demonstrate our service model to prospects on the verge of purchasing our group products
• Coordinate client service matters with local Regional Office service staff and appropriate home office departments

Requirements

• At least two years of sales experience or equivalent industry experience
• Experience presenting in a group setting to a variety of group sizes
• Individual sales experience
• 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 Insurance License (in all states covered) required or obtained within 180 days of employment
• Valid driver’s license

Preferred Qualifications

• Bachelor’s degree
• CRPS designation
• Knowledge of products underwritten by the company (401k and 403b retirement plans)

Benefits

• Competitive base salary
• Comprehensive Benefits Package (medical, dental, and vision) starting 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

Pay

Base Salary Range: $65,000 - $85,000. The role is also eligible for an annual bonus (uncapped), whereby total compensation may exceed this range depending on individual and/or company performance.