Regional Sales Director - Retirement Plan Sales

We need to output HTML fragment with sections: About the role? Actually we have "Who Are We" (company description) maybe not needed? The instructions: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Do NOT repeat the job title as a job title as a heading. We need to include sections only when posting has real specific content. We have: - Who Are We: company description. Could be "About the company" but not listed. The allowed headings list includes "About the role". That's maybe for role summary. We have Role Summary. So we can put

About the role

with the Role Summary paragraph. - Responsibilities: list. - Required Qualifications: list. - Preferred Qualifications: list (maybe under Qualifications? Could be separate "Qualifications" heading covering both required and preferred? But we have separate sections: Required Qualifications and Preferred Qualifications. Could combine under "Qualifications" with sub-lists? But instruction: Use headings from list; we can use "Qualifications" for both required and preferred? Might be okay to have separate headings? The list didn't include "Required Qualifications" or "Preferred Qualifications". It only gave examples; we can still use other headings? It says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It suggests those are typical but not exhaustive? It says "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect us to use those headings where applicable. So we can map: - About the role: Role Summary. - Responsibilities: Responsibilities. - Requirements: maybe Required Qualifications. - Qualifications: maybe Preferred Qualifications? Or we could combine required and preferred under Qualifications with subheadings? But they said "Prefer a few substantive sections over many thin ones." So maybe combine Required and Preferred into one Qualifications section, with required as strong statements and preferred as additional. - Benefits: we have benefits listed. - Pay: we have base salary range. - Schedule: not mentioned (maybe remote). Not needed. We also have location info: "100% remote - must reside in the greater Dallas, TX area or Oklahoma". That's location/metadata. Could be placed in a short

under maybe "About the role" or separate? Not a heading. We'll include as a paragraph after the role summary maybe. We must remove boilerplate: EEO, equal-opportunity, scam-warning, navigation, cookie, legal, application instructions (Visit www... for additional details, follow us on Twitter, etc). Also remove duplicated lines. We must preserve all substantive information. Let's extract substantive content: Company description: "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. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their retirement goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future." Role Summary: "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 Regional Sales Director will report into the Regional Vice President and join a dedicated sales team who are full of energy, enthusiasm, and are highly driven to succeed." Responsibilities (list): - Develop and manage a large territory, uncovering new sources of business. - Meeting with Plan Sponsors of 401k and 403b retirement 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 RSD territory to position the RSD to ask clients for introductions and to be a reference for sales opportunities. Required Qualifications (list): - 5 plus 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 - Strategic thinker who can work independently - Strong Relationship management building skills - Active FINRA Series 6, 63, and SIE. - Driving is an essential function of this position and a business necessity because the employee must regularly drive to client and prospective-client locations throughout the assigned sales territory to conduct in-person meetings, presentations, and site visits. A valid driver’s license is required. Preferred Qualifications (list): - Bachelor’s degree - Life Insurance license Benefits (list): - Competitive base salary - Quarterly uncapped commission structure - 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 Pay: Base Salary Range: $90,000 - $130,000. Also mention quarterly commissions uncapped. Schedule: Not specified; remote but must reside in area. Could mention remote work but not schedule. We'll skip Schedule section. Location: "100% remote - must reside in the greater Dallas, TX area or Oklahoma". We'll include as a paragraph maybe under About the role or after role summary. We must not include headings with filler. Ensure we don't include "commensurate with experience" etc. Now produce HTML fragment:

About the role

Role Summary paragraph.

Location: 100% remote - must reside in the greater Dallas, TX area or Oklahoma.

Responsibilities

• ...
...

Qualifications

Maybe split into Required and Preferred? Could do two subheadings? But only h3 allowed. Could do

Required Qualifications

and

Preferred Qualifications

though not in examples but still heading. The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says use h3 for section headings (e.g ...). Likely they expect those specific headings. Safer to use "Qualifications" heading and include both required and preferred within that section, maybe with Required: and Preferred: paragraphs or lists. We could do:

Qualifications

Required:

... required items ...

Preferred:

... preferred items ...

That seems fine.

Benefits

...

Pay

Base Salary Range: $90,000 - $130,000. Quarterly uncapped commission structure allows total compensation to exceed this range based on performance.

We must not repeat job title as heading. Already not. Check for any leftover boilerplate: removed EEO, navigation, cookie, legal, application instructions (Visit www..., follow us on Twitter, etc). Also removed "Who Are We" heading; we incorporated company description maybe not needed? Actually we didn't include company description anywhere. The instructions: Preserve ALL substantive information; do NOT invent or summarize away detail. The company description is substantive. Where to put it? Could be under "About the role" or a separate section like "About the company". But not in allowed headings. Could add a paragraph under About the role before role summary. That would preserve it. Let's include a short paragraph about the company under About the role. Thus About the role section will have two paragraphs: company description and role summary, plus location. Let's craft:

About the role

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. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their retirement goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

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 Regional Sales Director will report into the Regional Vice President and join a dedicated sales team who are full of energy, enthusiasm, and are highly driven to succeed.

Location: 100% remote - must reside in the greater Dallas, TX area or Oklahoma.

Now Responsibilities list. Qualifications: we need to include required and preferred. Let's list required items exactly as given: - 5 plus 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 - Strategic thinker who can work independently - Strong Relationship management building skills - Active FINRA Series 6, 63, and SIE. - Driving is an essential function of this position and a business necessity because the employee must regularly drive to client and prospective-client locations throughout the assigned sales territory to conduct in-person meetings, presentations, and site visits. A valid driver’s license is required. Preferred: - Bachelor’s degree - Life Insurance license Now Benefits list exactly: - Competitive base salary - Quarterly uncapped commission structure - 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 Pay: Base Salary Range: $90,000 - $130,000. Also mention quarterly uncapped commission structure (though already in benefits). Could mention that total compensation may exceed base range due to commissions. We'll put in Pay section: Base Salary Range: $90,000 - $130,000. Quarterly uncapped commission structure allows total compensation to exceed this range based on individual and/or company performance. Now ensure no duplicated lines. We have quarterly uncapped commission structure mentioned both in Benefits and Pay; but it's substantive info; we can keep in both? Might be considered duplication but it's okay as it