Senior Retirement Plan Consultant
$80k - $120kMutual of America Financial Group
Senior Retirement Plan Consultant
Mutual of America Financial Group Job Title: Senior Retirement Plan Consultant Location: Remote - Indiana / Kentucky 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 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. 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: 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 Preferred Qualifications: Bachelor's degree 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: $80,000 - $120,000
Mutual of America Financial Group- A financial services corporation is seeking a Senior Retirement Plan Consultant to represent the organization in sales and marketing. This role involves setting up appointments with Plan Sponsors, cross-selling retirement products, and attending client meetings. The ideal...SeniorRetirementRemote job
$116.2k - $291.1k
Position Summary Supply Chain Functional Planning Senior Consultant We are a team of strategic advisors, architects, and implementers who drive business transformations. Our diverse talent energizes clients' business functions and technology to maximize value in...SeniorLocal area- A leading investment firm located in Covington, Kentucky, seeks individuals for a customer service role, assisting 401(k) participants through calls and engagement. The position provides extensive training and requires no finance background. Applicants must demonstrate ...Retirement
- Job Description:Financial Planning ConsultantTo be eligible for consideration of this role... ...in your career?The Financial Planning Consultant delivers proactive, personalized... ...across key financial priorities such as retirement planning, investment management, development...RetirementFull time
$116k - $229.1k
...this role ends on 10/2/26.Work you’ll doAs a Workday Adaptive Planning Sr Consultant, you will team with EERPS-Workday colleagues as well as... ...Professional development From entry-level employees to senior leaders, we believe there’s always room to learn. We offer opportunities...SeniorLocal area- Jobtailor in Covington, KY is seeking an experienced Relationship Manager to serve Plan Sponsors and their retirement programs. You will lead client education, coordinate with internal teams, and help resolve client issues while building long-term partnerships. The role...SeniorRetirement
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...) -Finance Job Summary Job Title: Senior Accountant Location: Cincinnati, OH... ...00 Job Type: Full Time Benefits: Retirement, Healthcare, Paid Holiday, PTO, etc. Why... ...properties Makes recommendations and creates plans to improve internal controls when...SeniorRetirementFull time- ...growth through strategic initiatives. The ideal candidate will have extensive experience in private banking and a proven track record in leadership. Benefits include health insurance, a 401(k) retirement plan, and professional development opportunities. #J-18808-Ljbffr...SeniorRetirement
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- Job Description:Senior Manager, CompensationNote: Fidelity will not provide immigration... ...professionalismAbility to build relationships and consult with all levels of the... ...laws governing securities, investment and retirement-related financial activities and the rules...SeniorRetirementFull timeWork experience placement
- ...Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among...SeniorRetirementFull time
- ...coordinate with Fidelity teams, and act as trusted advisor to plan sponsors and advisors. ~35% travel is required and the role demands... ..., strategic guidance, and proactive issue resolution to optimize retirement plan services. #J-18808-Ljbffr Fidelity InvestmentsSeniorRetirement
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