Senior Retirement Plan Consultant

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.

Responsibilities

• Set qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, including 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 territory to position the Senior Retirement Plan Consultant to ask clients for introductions and to be a reference for sales opportunities.

Required Qualifications

• 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).
• 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 or must be obtained within the first 180 days of employment.
• Valid driver’s license.

Preferred Qualifications

• Bachelor’s degree.

Benefits

• 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: $80,000 - $120,000. The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and/or company performance.