Retirement Plan Specialist

Retirement Plan Specialist

Mutual of America Financial Group Job Title: Retirement Plan Specialist Location: Providence, RI (hybrid) Role Summary: The Retirement Plan Specialist 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 Retirement Plan Specialist will report into the Regional Vice President and join a dedicated team of Retirement Plan Specialist who are full of energy, enthusiasm, and are highly driven to succeed. 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. Required Qualifications: 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 Preferred Qualifications: Bachelor's degree Demonstrated cold calling sales ability Knowledge of retirement products (401k and 403b plans) What we offer you: 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 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. Base Salary Range: $65,000 – $85,000