Retirement Plan Sales Associate

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Job description

Mutual of America

Job Title: Retirement Plan Sales Associate

Location: Dallas, TX

Who 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 / Sales

Our Dallas, TX office is one 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.

1. Setting qualified appointments with plan sponsors of 401k and 403b Plans through multiple strategies, cold calling, networking, and referral
2. Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals and close sales.
3. 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 opportunities

Required Qualifications:

1. Two or more years of outside business-to-business sales experience with proven proficiency in selling, presentation skills, prospecting, and territory management
2. Conducting outbound cold calls into prospective clients
3. Highly motivated
4. Ability to effectively communicate
5. Strategic thinker who can work independently
6. Strong relationship building and territory management skills
7. Active FINRA Series 6 and 63 or must obtain within the first 90 days of employment
8. Active State Life and Health Insurance License (in all states covered) required or obtained within 90 days of employment
9. Valid driver's license required

Preferred Qualifications:

1. Bachelor's degree preferred
2. Demonstrated cold calling sales ability, with assertive, positive, and persistent style
3. Knowledge 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: | Facebook:

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.

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