Regional Sales Director - Retirement Plan Sales

Mutual of America

• $90K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of B2B sales experience with a track record in prospecting and closing deals
  • In-depth knowledge of retirement products, specifically 401k and 403b plans
  • Proven ability in outbound cold calling and lead generation
  • Excellent communication abilities for client engagement and presentations
  • Skilled in relationship management and strategic thinking
  • Active FINRA Series 6, 63, and SIE licenses required
  • Possession of a valid driver's license as travel is essential.

Responsibilities

  • Develop and oversee a large regional territory for new business opportunities
  • Conduct meetings with Plan Sponsors to promote retirement plan solutions
  • Utilize networking, cold calling, and referrals to generate leads
  • Cultivate relationships with prospective clients to drive sales
  • Collaborate with Customer Relationship Managers during client review meetings
  • Cross-sell additional products to existing customers
  • Meet and exceed sales goals through effective territory management.

Benefits

  • Quarterly uncapped commission structure
  • Comprehensive benefits package starting on day one
  • 401(K) match of up to 6% with a 100% employer match
  • 8 weeks of fully paid parental leave
  • 20 days of paid time off plus two floating personal holidays
Full Job Description
Mutual of America Financial Group
Job Title:
Regional Sales Director - Retirement Plan SalesLocations: 100% remote but must reside in Indiana, Kentucky or Ohio

Role Summary:

The Regional Sales Director "RSD" will represent Mutual of America Financial Group 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. The Regional Sales Director will report into the Regional Vice President and join a dedicated sales team who are full of energy, enthusiasm, and are highly driven to succeed.

Responsibilities:

  • Develop and manage a large territory, uncovering new sources of business.
  • Meeting with Plan Sponsors of 401k and 403b retirement 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 RSD territory to position the RSD to ask clients for introductions and to be a reference for sales opportunities.


Required Qualifications:

  • 5 plus years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
  • Knowledge of retirement products (401k and 403b plans)
  • Driven to make outbound cold calls into prospective clients
  • Demonstrated cold calling sales ability
  • Ability to effectively communicate
  • Strategic thinker who can work independently
  • Strong Relationship management building skills
  • Active FINRA Series 6, 63, and SIE.
  • Driving is an essential function of this position and a business necessity because the employee must regularly drive to client and prospective-client locations throughout the assigned sales territory to conduct in-person meetings, presentations, and site visits. A valid driver's license is required.


Preferred Qualifications:

  • Bachelor's degree
  • Life Insurance license


What we offer you:

  • Competitive base salary
  • 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: $90,000 - $130,000

Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: [redacted] | Facebook: [redacted]

Similar Jobs

More Jobs at Mutual of America

More Finance & Insurance Jobs

Find similar Regional Sales Director - Retirement Plan Sales jobs: