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Job description
Mutual of America Financial Group
Job Title: Regional Sales Director - Retirement Plan Sales
Location: Must reside in Southern NJ, Pennsylvania, Maryland, or DC
Who Are We:
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 retirement goals.
We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.
Role Summary:
The Regional Sales Director “RSD” 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 Regional Sales Director will report into the Regional Vice President and join a dedicated sales team who are full of energy, enthusiasm, and are highly driven to succeed.
Responsibilities:
Develop and manage a large territory, uncovering new sources of business.
Meeting with Plan Sponsors of 401k and 403b retirement 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 RSD territory to position the RSD 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.
Driving is an essential function of this position and a business necessity because the employee must regularly drive to client and prospective-client locations throughout the assigned sales territory to conduct in-person meetings, presentations, and site visits. A valid driver’s license is required.
Preferred Qualifications:
Bachelor’s degree
Life Insurance license
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: $90,000 - $130,000
Visit for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica
Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, 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.
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.