Retirement Plan Specialist

🔥 16 hours ago

🌪️ Oklahoma, Texas – Remote

🌪️ Oklahoma – Remote 🤠 Texas – Remote

💵 $65k - $85k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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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 • Set qualified appointments with 401(k) and 403(b) plan sponsors through cold calling, networking, and referrals • Cultivate new prospects within a geographic territory • Cross-sell solutions and reach or exceed goals by closing deals • 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 collaborate with the Retirement Plan Specialist team

🎯 Requirements

• 0–2 years of outside business-to-business sales experience • Proven efficiency in selling, presenting, prospecting, and territory management • Driven to make outbound cold calls to prospective clients • Ability to effectively communicate • Strategic thinker able to work independently • Strong relationship management-building skills • Active FINRA Series 6, 63, and SIE licenses, or must obtain them within the first 180 days of employment • Valid driver’s license • Bachelor’s degree preferred • Demonstrated cold-calling sales ability preferred • Knowledge of retirement products, including 401(k) and 403(b) plans, preferred

🏖️ Benefits

• Competitive base salary • Quarterly uncapped commission structure • Comprehensive medical, dental, and vision benefits starting day one of employment • 401(k) match: up to 6% of pay with 100% employer match on employee contributions • 8 weeks fully paid parental leave • 20 days paid time off plus two floating personal holidays