Regional Sales Director – Retirement Plan Sales

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⛰️ Colorado, Utah – Remote

⛰️ Colorado – Remote ⛷️ Utah – Remote

💵 $90k - $130k / year

⏰ Full Time

🔴 Lead

🤑 Sales

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Mutual of America Financial Group

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1945

🛡️ Insurance

💼 Consulting

💸 Finance

Insurance • Consulting • Finance

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

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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