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 record of success
  • In-depth knowledge of 401k and 403b retirement plans
  • Proven cold calling skills and prospecting capability
  • Strong communication and relationship management skills
  • Active FINRA Series 6, 63, and SIE licenses required
  • Strategic and independent problem-solving skills
  • Valid driver's license for client meetings in assigned territory

Responsibilities

  • Develop and manage a large territory to identify new business opportunities
  • Engage with Plan Sponsors through cold calling, networking, and referrals
  • Cultivate prospects and cross-sell solutions to exceed sales goals
  • Conduct client review meetings with the Customer Relationship Manager
  • Solicit introductions from existing clients during meetings

Benefits

  • Comprehensive medical, dental, and vision benefits starting on day one
  • 401(K) plan with 100% employer match up to 6%
  • Generous parental leave: 8 weeks fully paid
  • 20 days of paid time off plus two floating personal holidays
  • Uncapped quarterly commission structure
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]

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