Mutual of America Financial Group

Sales

• Represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory.
• Solicit new group takeover plans and cross-sell other products.
• Develop and manage a large territory, uncovering new sources of business.
• Meet with Plan Sponsors of 401k and 403b retirement plans through cold calling, networking, and referrals.
• Cultivate new prospects within a geographic territory.
• Cross-sell solutions and reach or exceed goals by closing deals.
• Attend client review meetings with the Customer Relationship Manager for the top five to ten clients in the territory.
• Ask clients for introductions and serve as a reference for sales opportunities.
• Report to the Regional Vice President and join a dedicated sales team.

Regional Sales Director – Retirement Plan Sales

• Represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory
• Solicit new group takeover plans and cross sell other products
• Develop and manage a large territory, uncovering new sources of business
• Meet with Plan Sponsors of 401k and 403b retirement plans through cold calling, networking, and referrals
• Cultivate new prospects within a geographic territory
• Cross-sell solutions, reach and exceed goals by closing deals
• Attend client review meetings with the Customer Relationship Manager for the top five to ten clients in the territory
• Ask clients for introductions and serve as a reference for sales opportunities
• Report to the Regional Vice President and join a dedicated sales team

• Represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory.
• Solicit new group takeover plans and cross-sell other products.
• Develop and manage a large territory, uncovering new sources of business.
• Meet with Plan Sponsors of 401k and 403b retirement plans through cold calling, networking, and referrals.
• Cultivate new prospects within a geographic territory.
• Cross-sell solutions and reach or exceed goals by closing deals.
• Attend client review meetings with the Customer Relationship Manager for the top five to ten clients in the territory.
• Position the Regional Sales Director to ask clients for introductions and serve as a reference for sales opportunities.
• Report to the Regional Vice President and join a dedicated sales team.

• Represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory
• Solicit new group takeover plans and cross-sell other products
• Develop and manage a large territory, uncovering new sources of business
• Meet with Plan Sponsors of 401k and 403b retirement plans through cold calling, networking, and referrals
• Cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals
• Attend client review meetings with Customer Relationship Manager for the top five to ten clients in the territory
• Ask clients for introductions and serve as a reference for sales opportunities
• Report into the Regional Vice President and join a dedicated sales team