Job Description
Mutual of America Job Title: Retirement Plan Specialist
Location: Providence, RI 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: Our Providence office is one of 33 Regional Offices and several Branch Offices located across the continental United States, (in addition to our New York City Headquarters and our Boca Raton, Florida location). The Retirement Plan Specialist will report to the Regional Office Head and join a dedicated team of Retirement Plan Specialists who are all full of energy and enthusiasm and are highly driven to succeed.
Responsibilities: The Retirement Plan Specialist will represent Mutual of America 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.
- Setting qualified appointments with plan sponsors of 401k and 403b Plans through multiple strategies, cold calling, networking, and referral
- Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals and close sales.
- Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialists territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities
Required Qualifications: - Two or more years of outside business-to-business sales experience with proven proficiency in selling, presentation skills, prospecting, and territory management
- Conducting outbound cold calls into prospective clients
- Highly motivated
- Ability to effectively communicate
- Strategic thinker who can work independently
- Strong relationship building and territory management skills
- Active FINRA Series 6, 63 and SIE or must obtain within the first 180 days of employment
- Valid driver's license required
Preferred Qualifications: - Bachelor's degree preferred
- Demonstrated cold calling sales ability, with assertive, positive, and persistent style
- Knowledge of products underwritten by the company (401k and 403b retirement plans)
What we offer you: - Competitive base salary
- Quarterly Bonus
- Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
- 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in Company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.
- Parental Leave: 8 weeks fully paid
- Paid time off: 20 days plus two floating personal holidays
- Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations
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:
$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.
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