Mutual of America Financial Group · 6 days ago
Retirement Plan Specialist
Boca Raton, FL
Full-time
Hybrid
New Grad, Entry Level
$65K/yr - $85K/yr
0+ years expMutual of America Financial Group is dedicated to helping individuals achieve financial security through pension and retirement-related services. The Retirement Plan Specialist will engage in sales and marketing efforts to solicit new group plans and cross-sell products within an assigned territory.
InsuranceLife InsuranceService Industry
Responsibilities
Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals
Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals
Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities
Qualification
Required
0-2 years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
Driven to make outbound cold calls into prospective clients
Ability to effectively communicate
Strategic thinker who can work independently
Strong Relationship management building skills
Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
Valid driver's license
Preferred
Bachelor's degree
Demonstrated cold calling sales ability
Knowledge of retirement products (401k and 403b plans)
Benefits
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
Company
Mutual of America Financial Group
Mutual of America Financial Group is a leading provider of retirement products, services and investments to individuals and organizations.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
John Greed
Chairman & Chief Executive Officer
Stephen Rich
Chairman and CEO
Recent News
2025-09-19
Business – Latest Financial & Stock Market News | New York Post
2025-06-30
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