Retirement Plan Specialist

Location

Providence, RI (hybrid)

• Hybrid
• Field - Group sales
• Full-Time
• Requisition #: RETIR
  002263

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals.

We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Retirement Plan Specialist

• Setting qualified appointments with Plan Sponsors of 401(k) and 403(b) plans through multiple strategies, cold calling, networking, and referrals.
• Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
• Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities.

• 0-2 years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management.
• Driven to make outbound cold calls into prospective clients.
• Ability to effectively communicate.
• Strategic thinker who can work independently.
• Strong relationship management building skills.
• Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment.
• Valid driver’s license.

• Demonstrated cold calling sales ability.
• Knowledge of retirement products (401(k) and 403(b) plans).

• 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.

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and/or company performance.

Base Salary Range: $65,000 – $85,000

Visit  for additional details about life at Mutual of America.

Mutual 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.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.