Senior Retirement Plan Consultant

Mutual of America Financial Group

. Drive retirement plan sales growth within an assigned territory .

Posted 11/12/2026full-timeUnited StatesSenior💰 $80,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in driving retirement plan sales growth through effective relationship management and consultative sales strategies. Proficient in assessing client needs and positioning appropriate retirement solutions while managing territory strategy and CRM activities.

Highest-signal resume keywords

Retirement Products KnowledgeOutside Business-To-Business Sales ExperienceCold Calling Sales AbilityRelationship Management SkillsFINRA Series 6, 63, And SIE Licenses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales GrowthProspectingTerritory ManagementClient Needs AssessmentPipeline ManagementSales PresentationsFiduciary Objectives UnderstandingPlan Design KnowledgeInvestment KnowledgeParticipant Outcomes Analysis

Soft Skills

Effective CommunicationSelf-Directed Work EthicCollaboration SkillsRelationship BuildingNetworking Skills

Tools & Technologies

CRM Software

Certifications & Qualifications

FINRA Series 6 LicenseFINRA Series 63 LicenseFINRA SIE License

Industry Keywords

401(k) Plans403(b) PlansRetirement PlansPlan SponsorsConsultative Sales

Tech Stack

Tools & technologies

SaltStack

About the role

Key responsibilities & impact

Drive retirement plan sales growth within an assigned territory
Develop and expand direct relationships with plan sponsors
Represent Mutual of America’s retirement products and services in the market
Lead consultative sales from prospecting through finalist presentations and close
Assess client needs and position appropriate retirement plan solutions
Manage territory strategy, external activity, pipeline, CRM, reporting, and follow-up
Identify, qualify, and cultivate prospective plan sponsors through outreach, referrals, networking, and consultant relationships
Conduct needs-based discovery covering fiduciary objectives, plan design, investments, participant outcomes, and service expectations
Prospect for new clients and obtain sales goals
Set qualified appointments with 401(k) and 403(b) plan sponsors through cold calling, networking, and referrals
Conduct in-person meetings, presentations, and site visits with clients and prospective clients

Requirements

What you’ll need

Must reside within one of these geographical locations: Boston, MA; Providence, RI; Connecticut; Greater New York City; Philadelphia, PA; Baltimore, MD; Atlanta, GA; Jacksonville, FL; Dallas, TX; Oklahoma; Salt Lake City, UT; San Francisco, CA; Concord, CA; Sacramento, CA; Seattle, WA
5+ years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
Knowledge of retirement products, including 401(k) and 403(b) plans
Willingness and ability to make outbound cold calls to prospective clients
Demonstrated cold-calling sales ability
Ability to communicate effectively
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 licenses, or must obtain them within the first 180 days of employment
Valid active driver's license required; driving is an essential function involving regular travel to client and prospective-client locations throughout the assigned territory
Bachelor's degree preferred

Benefits

Comp & perks

Competitive base salary
Quarterly uncapped commission structure
Comprehensive medical, dental, and vision benefits starting day one of employment
401(k) match: up to 6% of pay with 100% employer match on employee contributions
8 weeks fully paid parental leave
20 days paid time off plus two floating personal holidays