Retirement Plan Specialist

Mutual of America Financial Group is dedicated to helping individuals achieve financial security through pension and retirement-related services. The Retirement Plan Specialist will engage in sales and marketing efforts to solicit new group plans and cross-sell products within an assigned territory. 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 Skills 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 Bachelor's degree Demonstrated cold calling sales ability Knowledge of retirement products (401k and 403b plans) Benefits 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 Company Overview Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations. It was founded in 1945, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is