Rollover Specialist

Rollover Specialist

Mutual of America Financial Group Job Title: Rollover Specialist Location: Providence, RI or New York (Remote)

Who We Are: 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. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary: The Rollover Specialist will represent Mutual of America Financial Group in a sales and customer service capacity supporting all participants. The Rollover Specialist will report into the Vice President of Rollover Services and Asset Retention.

Responsibilities:

• Retain assets of terminated participants by contacting and informing them of features and benefits of Mutual of America Rollover IRA
• Provide inbound support for IRA and group plan (ex 403b/401k) Rollover and annuity exchange requests
• Contact target customers to cross-sell financial products
• Follow up with external financial service provider to ensure that rollover / exchange requirements are completed in a timely manner
• Participates in marketing and asset retention programs

Required Qualifications:

• At least two years of sales experience
• Industry experience
• General business acumen with strong motivation and communication skills
• Ability to multitask, processing paperwork while on the phone
• Active FINRA Series 6 and 63 or must obtain within the first 180 days of employment
• Active State Life and Health Insurance License (in all states covered) required or obtained within 180 days of employment
• Able to work a flexible schedule, including some evenings.

Preferred Qualifications:

• Bachelor's degree preferred
• Knowledge of products underwritten by the company (401k / 403b retirement plans and Traditional / Roth IRA's)

What we offer you:

• Competitive base salary
• Annual bonus
• 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 an annual bonus, whereby total compensation may exceed this range depending on individual and / or company performance.

Base Salary Range: $50,000 - $70,000

Visit for additional details about life at Mutual of America. Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law. Equal Opportunity Employer