Note: The job is a remote job and is open to candidates in USA. Mutual of America Financial Group is dedicated to helping individuals achieve financial security through retirement-related services. The Senior Retirement Plan Consultant will focus on sales and marketing efforts to solicit new group takeover plans and cross-sell additional products, working closely with clients and prospects in their designated territory.
Responsibilities
- Setting qualified appointments with Plan Sponsors of 401k and 403b 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 Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities
Skills
- 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 or must be obtained within the first 180 days of employment
- Valid driver's license
- Bachelor's degree
Benefits
- 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
Company Overview
Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations. It was founded in 1945, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.mutualofamerica.com.