Retirement Plan Sales Associate

Mutual of America Life Insurance Company
Alexandria, VA
Sep 17, 2021
Sep 22, 2021
Full Time
Mutual of AmericaJob Title: Retirement Plan Sales AssociateLocation: Alexandria, VA or Richmond, VAWho We Are:Mutual of America Financial Group ("Mutual of America") has specialized in providing retirement plan products and services to small and mid-sized corporations and non-profit organizations since 1945. Utilizing local offices with non-commissioned sales representatives, they offer a wide variety of retirement savings plans and services, including 401(k), 403(b), and 457(b) deferred compensation plans. Mutual of America also provides investment vehicles to individuals for their retirement and other long-term financial needs.Division: Marketing / SalesOur Alexandria and Richmond offices are two 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). You'll report to the Regional Office Head and join a dedicated team of professionals who are all full of energy and enthusiasm and are highly driven to succeed.Responsibilities:The Retirement Plan Sales Associate 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 referralWork 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 GAR's territory to position the GAR to ask clients for introductions and to be a reference for sales opportunitiesRequired Qualifications:Two or more years of outside business-to-business sales experience with proven proficiency in selling, presentation skills, prospecting, and territory managementConducting outbound cold calls into prospective clientsHighly motivatedAbility to effectively communicateStrategic thinker who can work independentlyStrong relationship building and territory management skillsActive FINRA Series 6 and 63 or must obtain within the first 90 days of employmentActive State Life and Health Insurance License (in all states covered) required or obtained within 90 days of employmentValid driver's license requiredPreferred Qualifications:Bachelor's degree preferredDemonstrated cold calling sales ability, with assertive, positive, and persistent styleKnowledge of products underwritten by the company (401k and 403b retirement plans)We offer a base salary, a substantial bonus incentive for performance and a car reimbursement program in addition to outstanding benefits (which start on your first day of employment), including a comprehensive health plan, pension plan, 401(k) with company match, life insurance, vacation days and paid holidays.Visit for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamericaMutual 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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