Mutual of America Financial Group
1001 - 5000 employees
Founded 1945
💸 Finance
🤝 B2B
Finance • B2B
Mutual of America Financial Group is a U. S. -based financial services company that provides retirement and investment solutions for individuals and employer-sponsored plans. It offers a range of products including 401(k), 403(b), 401(a), 457 plans, IRAs, flexible premium annuities, investment management, and administrative/recordkeeping services, serving nonprofit, business, tribal, and government clients across all 50 states. The firm emphasizes plan sponsor support, online account access, retirement education tools, and long-term client relationships backed by decades of operations.
Senior Retirement Plan Consultant
Job not on LinkedIn
🕒 April 7
📊 Check your resume score for this job
Improve your chances of getting an interview by checking your resume score before you apply.
Mutual of America Financial Group
1001 - 5000 employees
Founded 1945
💸 Finance
🤝 B2B
Finance • B2B
Mutual of America Financial Group is a U. S. -based financial services company that provides retirement and investment solutions for individuals and employer-sponsored plans. It offers a range of products including 401(k), 403(b), 401(a), 457 plans, IRAs, flexible premium annuities, investment management, and administrative/recordkeeping services, serving nonprofit, business, tribal, and government clients across all 50 states. The firm emphasizes plan sponsor support, online account access, retirement education tools, and long-term client relationships backed by decades of operations.
📋 Description
• 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.
🎯 Requirements
• 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
🏖️ 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
Apply NowSimilar Jobs
🕒 April 6
Platform Professional Services Senior Consultant responsible for deployment and support of CrowdStrike's platform. Contributing to customer success through technical guidance and collaboration while ensuring cybersecurity effectiveness.
🕒 April 6
Principal Resident Engineering Consultant for CrowdStrike's Falcon LogScale solution. Driving SIEM implementations and providing technical guidance to customers across industries.
🕒 April 6
Senior Data Consultant helping enterprises deliver on digital transformation through cloud and analytics. Lead consulting teams on client engagements and develop strategic solutions.
🕒 April 6
Senior Franchise Business Consultant driving franchisee performance and execution in the aging care sector. Leveraging data and coaching for business growth and operational excellence.
🕒 April 6
Clinical Account Consultant supporting client clinical needs at Judi Health. Ensuring client satisfaction, retention, and trend management through clinical support across business lines.
