Jobs · Pennsylvania

Regional Sales Director - Retirement Plan Sales

Mutual of America Financial Group · Conshohocken, PA · 1 mo ago
Hybrid$90k–$130k/yrFull-time
We need to output HTML fragment only, with sections for headings where content exists. Must not repeat job title. Must not include Job ID etc. Must not include boilerplate like EEO, application instructions, social media links? The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should remove the EEO paragraph and the social media links and the "Visit www..." maybe considered application instructions? It says "Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America." That's like a link for more info; could be considered application instruction? Probably remove. Also remove "You can also follow us on Twitter..." etc. Also remove the final EEO paragraph. We need sections: About the role? The posting includes "Who Are We" (company description) and "Role Summary". Could map to "About the role" maybe? The instruction: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections to include based on content. We have: - Who Are We: company overview. Could be "About the role"? Actually "About the role" is more about the role itself, but we have Role Summary. Could treat "Who Are We" as "About the company" but not in list. Maybe we can put it under "About the role"? Might be okay. Or we could create a section "About the role" containing the Role Summary. The "Who Are We" could be considered company description, maybe we can include it as part of "About the role" or maybe we can omit? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we need to keep the "Who Are We" paragraph. It's substantive. So we need a heading for it. The allowed headings list includes "About the role". Could we use that for company description? Might be acceptable. Or we could create a custom heading? The instruction says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we should use those headings when appropriate, but not limited to only those? It says "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we should use those exact headings when we have content for those categories. If we have content that doesn't fit, maybe we still need to use a heading but not those? The instruction: "include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text". So we need to map content to these headings. We have: - Role Summary: could be "About the role". - Responsibilities: we have a list. - Required Qualifications: we have list. - Preferred Qualifications: we have list. - What we offer you: includes benefits, salary, etc. Could map to Benefits, Pay, maybe also "Competitive base salary" and "Quarterly uncapped commission structure" etc. So we need Pay section if salary range is given. Yes we have Base Salary Range: $90,000 - $130,000. Also quarterly uncapped commission structure. So we should include Pay section with that info. Benefits: we have comprehensive benefits package, 401k match, parental leave, PTO. So Benefits section. Schedule: not mentioned. So omit. Skills: maybe not explicit separate; we have qualifications covering skills. Could combine under Qualifications? But we have Required Qualifications and Preferred Qualifications. Could treat them as Requirements and Qualifications? The list includes Requirements and Qualifications as separate headings. Could map Required Qualifications to "Requirements" and Preferred Qualifications to "Qualifications". Or we could have both under Qualifications. But we have both headings available; better to use them. Skills: not explicitly listed; we could omit. Thus sections: - About the role (Role Summary) - Responsibilities - Requirements (Required Qualifications) - Qualifications (Preferred Qualifications) - Benefits - Pay We must not include headings with empty content. Now format:

About the role

Role summary paragraph.

But we also have "Who Are We" company description. Where to put? Could incorporate into About the role? Might be weird but we need to preserve it. Perhaps we can add a section "About the company"? Not in allowed headings. But we could treat "Who Are We" as part of About the role? The instruction says use those headings for section headings (e.g. About the role, Responsibilities...). It doesn't forbid other headings, but suggests using those. Safer to include a section "About the role" that includes both the company description and role summary? Might be mixing. However we must preserve all substantive info; we can include both paragraphs under About the role. Alternatively we could create a section "About the company" but not in list; risk of being considered not following instruction. I'd stick to allowed headings. Thus About the role will contain: "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." That's fine. Responsibilities: list bullet points. We need to preserve all responsibilities lines exactly as given, but we can format as
  • . Responsibilities text: "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." We need to keep punctuation. Now Requirements (Required Qualifications): "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." We need to keep as list items. Preferred Qualifications: "Bachelor’s degree Life Insurance license" Now Benefits: "What we offer you: Competitive base salaryQuarterly uncapped commission structureComprehensive Benefits Package (medical, dental, and vision) that starts day one of employment401(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 paidPaid time off: 20 days plus two floating personal holidays" But we need to separate Benefits and Pay. The Benefits section should include: Comprehensive Benefits Package (medical, dental, vision) starts day one; 401k match; Parental leave; PTO. The Pay section: Competitive base salary; Quarterly uncapped commission structure; Base Salary Range: $90,000 - $130,000. We need to avoid repeating "Competitive base salary" in both sections. So Benefits: medical/dental/vision, 401k match, parental leave, PTO. Pay: base salary range, quarterly uncapped commission. We also have "Competitive base salary" phrase in the benefits block; we should move that to Pay. Thus Benefits: - 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: - Competitive base salary - Quarterly uncapped commission structure - Base Salary Range: $90,000 - $130,000 We should also note that total compensation may exceed base range due to commissions; but that's descriptive; we can include in Pay section as a sentence. Now we must not include any boilerplate like EEO, social media, visit website, etc. Now produce HTML fragment:

    About the role

    ... paragraphs ...

    Responsibilities

    • ...
    • ...

    Requirements

    • ...
    • ...

    Qualifications

    • ...
    • ...

    Benefits

    • ...
    • ...

    Pay

    • ...
    • ...
    • ...

    Total compensation may exceed the base salary range depending on individual and/or company performance due to the quarterly uncapped commission structure.

    We need to ensure we didn't miss any substantive info: The "Who Are We" paragraph included; we placed it in About the role. The Role Summary also included. Good. Check for any other info: Locations: Must reside in Southern NJ, Pennsylvania, Maryland, or DC. That's substantive location requirement. Where to put? Could be under Requirements or maybe a separate section like "Location". Not in headings list. Could incorporate into Requirements as a bullet. Since it's a requirement (must reside in those areas). So add a list item under Requirements: "Must reside in Southern NJ, Pennsylvania, Maryland, or DC." Also "Driving is an essential function..." already in Required Qualifications; we kept. Also "Active FINRA Series 6, 63, and SIE." included. Also "Preferred Qualifications: Bachelor’s degree Life Insurance license" we have. Also "What we offer you:" we parsed. Also "The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance." We included that as a paragraph under Pay. Also "Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica" removed. Also EEO paragraph removed. Now ensure we didn't duplicate lines. Now produce final HTML. Be careful with apost

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