Senior Retirement Plan Consultant

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.

• →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.

• 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.

• Bachelor’s degree

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 retirement savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.