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Mutual of America Financial Group

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.

Posted 9/24/2026full-timeRemote • United StatesLead💰 $90,000 - $130,000 per yearWebsite

Core Competencies

Role fit
Core 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 Retirement Products KnowledgeCold Calling Sales AbilityRelationship Management SkillsActive FINRA Series 6, 63, and SIE

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Territory ManagementSales PresentingProspectingCross-Selling SolutionsClient Review Meetings
Soft Skills
Effective CommunicationStrategic ThinkingIndependence
Certifications & Qualifications
Active FINRA Series 6Active FINRA Series 63Active SIELife Insurance License
Industry Keywords
Sales and MarketingClient Relationship ManagementGroup Takeover PlansOutbound Cold CallsGeographic Territory

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 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.

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.
  • Driving is an essential function; must regularly drive to client and prospective-client locations throughout the assigned sales territory.
  • Bachelor’s degree (preferred)
  • Life Insurance license (preferred)

Benefits

Comp & perks
  • 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