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Rollover Specialist: IRA & Retention; Remote
Remote / Online - Candidates ideally in
Providence, Providence County, Rhode Island, 02912, USA
Listed on 2026-06-03
Providence, Providence County, Rhode Island, 02912, USA
Listing for:
Mutual of America Financial Group
Remote/Work from Home
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance
Job Description & How to Apply Below
Mutual of America Financial Group is looking for a Rollover Specialist in Providence, RI or New York. This role involves retaining assets through customer interaction, supporting rollover requests, and cross-selling financial products.
The ideal candidate should have two years of sales experience, strong communication skills, and must obtain active FINRA licenses. Competitive salary starting from $50,000 with extensive benefits including medical, parental leave, and paid time off.
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