Retirement Plan Specialist

Mutual of America Financial Group

Job Title: Retirement Plan Specialist

Location: Remote, but must reside in Texas or Oklahoma

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 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

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.