Jobs · Massachusetts

Regional Sales Director - Retirement Plan Sales

Mutual of America Financial Group · Boston, MA · 3 wk ago
Hybrid$90k–$130k/yrFull-time

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.

About the role

The Regional Sales Director (RSD) will represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory, with an emphasis on soliciting new group takeover plans and cross-selling other products. The RSD will report to the Regional Vice President and join a dedicated sales team.

Responsibilities

  • Develop and manage a large territory, uncovering new sources of business.
  • Meet with Plan Sponsors of 401k and 403b retirement plans through multiple strategies, including cold calling, networking, and referrals.
  • Cultivate new prospects, cross-sell solutions, and close deals to reach and exceed sales goals within a geographic territory.
  • Attend client review meetings with the Customer Relationship Manager (CRM) for the top five to ten clients in the territory to position yourself to ask for introductions and references for sales opportunities.

Requirements

  • 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).
  • Demonstrated ability to make outbound cold calls to prospective clients.
  • Strong relationship management and communication skills.
  • Strategic thinker who can work independently.
  • Active FINRA Series 6, 63, and SIE licenses.
  • Valid driver’s license.

Qualifications

  • Bachelor’s degree (preferred).
  • Life Insurance license (preferred).

Benefits

  • Competitive base salary with quarterly uncapped commission structure.
  • 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: $90,000 - $130,000. The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and/or company performance.

Schedule

Locations: Providence, RI (hybrid), Massachusetts (remote), Connecticut (remote).

Similar jobs