Job Title: Senior Retirement Plan Consultant
Locations: Must reside within one of these geographical locations:
Boston, MA, Providence, RI, Connecticut, Greater New York City, Philadelphia, PA, Baltimore, MD, Atlanta, GA, Jacksonville, FL, Dallas, TX, Oklahoma, Salt Lake City, UT, San Francisco, CA, Concord, CA, Sacramento, CA, Seattle, WA
Role Summary:The Senior Retirement Plan Consultant will be responsible for driving retirement plan sales growth within an assigned territory by developing and expanding relationships directly with plan sponsors. This senior external sales role will represent Mutual of America's products and services in the market, helping partners evaluate retirement plan opportunities, position the appropriate solution, and win new business. This role is ideal for a high-performing retirement plan sales professional who combines strong industry knowledge with a consultative, relationship-driven approach.
Responsibilities:- Lead a consultative sales process by assessing client needs and supporting opportunities from prospecting through finalist presentations and close.
- Operate with discipline by managing a focused territory strategy, maintaining consistent external activity, and keeping pipeline, CRM, reporting, and follow-up rigorously up to date.
- Identify, qualify, and cultivate prospective plan sponsors through proactive outreach, referrals, networking, and consultant relationships
- Conduct a needs-based discovery with plan sponsors to understand fiduciary objectives, plan design, investments, participant outcomes, and service expectations
- Obtain sales goal in assigned territory by prospecting new client
- Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
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
- Ability to work effectively in a self-directed environment while remaining highly collaborative across internal teams
- Strong Relationship management skills
- Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
- Active driver's license - driving is an essential function of this position and a 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: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: $80,000 - $120,000
Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: [redacted] | Facebook: [redacted]
