Regional Sales Director – Retirement Plan Sales

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🔥 il y a 16 heures

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Mutual of America Financial Group

Mutual of America Financial Group

1001 - 5000 employés

Fondée en 1945

🛡️ Assurance

💼 Conseil

💸 Finance

Insurance • Consulting • Finance

Mutual of America Financial Group est une entreprise de services financiers basée aux États-Unis qui fournit des solutions de retraite et d'investissement pour les particuliers et les plans parrainés par l'employeur. Elle propose une gamme de produits incluant les plans 401(k), 403(b), 401(a), 457, les IRA, les rentes à primes flexibles, la gestion d'investissements et les services administratifs/tenue de dossiers, servant des clients sans but lucratif, commerciaux, tribaux et gouvernementaux à travers les 50 États. La société met l'accent sur le soutien aux sponsors de régimes, l'accès aux comptes en ligne, les outils d'éducation à la retraite, et des relations clients à long terme soutenues par des décennies d'opérations.

Description

• Represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory • Solicit new group takeover plans and cross-sell other products • Develop and manage a large territory, uncovering new sources of business • Meet with Plan Sponsors of 401k and 403b retirement plans through cold calling, networking, and referrals • Cultivate new prospects, cross-sell solutions, reach and exceed goals, and close deals within a geographic territory • Attend client review meetings with the Customer Relationship Manager for the top five to ten clients in the territory • Ask clients for introductions and serve as a reference for sales opportunities • Report to the Regional Vice President and join a dedicated sales team

🎯 Exigences

• 5 plus years of outside business-to-business sales experience • Proven efficiency in selling, presenting, prospecting, and territory management • Knowledge of retirement products, including 401k and 403b plans • Driven to make outbound cold calls to prospective clients • Demonstrated cold calling sales ability • Ability to effectively communicate • Strategic thinker who can work independently • Strong relationship management and relationship-building skills • Active FINRA Series 6, 63, and SIE • Valid driver’s license • Bachelor’s degree preferred • Life Insurance license preferred

🏖️ Avantages

• 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

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