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Regional Sales Director – Retirement Plan Sales
Mutual of America Financial Group. Represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in outside business-to-business sales, particularly in retirement products such as 401k and 403b plans. Proven ability to cultivate relationships, manage territories, and exceed sales goals through effective communication and strategic thinking.
Highest-signal resume keywords
Outside Business-To-Business Sales Experience401k and 403b Product KnowledgeCold Calling Sales AbilityRelationship Management SkillsActive FINRA Series 6, 63, and SIE
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ExperienceTerritory ManagementProspectingPresentingCross-SellingClosing DealsClient Review MeetingsNetworking
Soft Skills
Effective CommunicationStrategic ThinkingIndependenceRelationship Building
Certifications & Qualifications
FINRA Series 6FINRA Series 63SIELife Insurance License
Industry Keywords
Retirement Products401k Plans403b PlansClient IntroductionsSales Opportunities
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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.
- A valid driver’s license is required.
- Bachelor’s degree preferred
- Life Insurance license preferred
Benefits
Comp & perks- 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