Retirement Plan Specialist
Mutual of America Financial Group is dedicated to helping individuals achieve financial security through pension and retirement-related services. The Retirement Plan Specialist will engage in sales and marketing efforts to solicit new group plans and cross-sell products within an assigned 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
- 0-2 years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
- Driven to make outbound cold calls into prospective clients
- 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
- Demonstrated cold calling sales ability
- Knowledge of retirement products (401k and 403b plans)
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
Company Overview