Mutual of America Financial Group
Regional Sales Director - Retirement Plan Sales
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Job Description
Mutual of America Financial Group
Job Title
Regional Sales Director - Retirement Plan Sales
Locations
Providence, RI (hybrid), Massachusetts (remote), Connecticut (Remote)
Who Are We
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.
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 int
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