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-timeUnited StatesLead💰 $90,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in outside business-to-business sales, particularly in retirement products such as 401k and 403b plans. Proven ability to manage territories, cultivate client relationships, 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

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Applicant Tracking System Keywords

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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

Retirement Products401k Plans403b PlansClient RelationshipsSales Goals

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.
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.
Preferred: Bachelor’s degree
Preferred: Life Insurance license

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