Senior Retirement Plan Consultant

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 so we can help them achieve their financial savings goals.

About the Role

The Senior Retirement Plan Consultant 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. This role reports to the Regional Vice President and joins a dedicated team of Retirement Plan Specialists who are energetic, enthusiastic, and highly driven to succeed.

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, and exceed sales goals by closing deals.
• Attend client review meetings with the Customer Relationship Manager (CRM) for the top five to ten clients in your 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).
• Driven to make outbound cold calls to prospective clients.
• Demonstrated cold-calling sales ability.
• Ability to effectively communicate and work independently as a strategic thinker.
• Strong relationship management and 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) 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: $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.