Retirement Plan Consultant

Retirement Plan Consultant

Mutual of America Financial Group Job Title: Retirement Plan Consultant Location: Providence, RI (hybrid)

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Participant Account Specialist (Retirement Plan Consultant) will assist participants through group and individual presentations to new and existing defined contribution 401(k)/(a), 403(b), and/or Government 457 plan participants across all plan sizes. This role uses data-driven, analytical thinking to lead impactful conversations with participants, and achieves annual targets as assigned. You'll report to the Regional Vice President and join a dedicated team of professionals who are all full of energy and enthusiasm and are highly driven to succeed.

Responsibilities:

• Assist in the rollout and enrollment of participants in newly established 401k and 403b plans through group and individual meetings
• Enhance the company's relationship with the participants, while cross selling individual products during on-site group and individual employee meetings
• Actively network and prospect new participants to add to Mutual of America's product suite
• Increase enrollment, contributions and obtaining transfers from current group plan participants
• The PAS will be responsible for following up on direct mail, advertising and website leads forwarded to the regional office
• Acts as a financial liaison with participants on all matters concerning individual products, including investment alternatives offered under the contract
• Collaborate and present with other colleagues to show and prove our service model to prospects who are on the verge of buying our group products
• Coordination of client service matters with local Regional Office service staff and any appropriate home office departments

Required Qualifications:

• At least two years of sales experience or equivalent industry experience
• Experience in presenting in a group setting to a variety of size groups
• Individual sales experience and being comfortable with cold calling
• General business acumen with strong motivation and communication skills
• Active FINRA, SIE, Series 6 and 63 or must obtain within the first 180 days of employment
• Active State Life and Health Insurance License (in all states covered) required or obtained within 180 days of employment
• Valid driver's license required

Preferred Qualifications:

• Bachelor's degree preferred
• CRPS designation preferred after 5 years in sales related position
• Knowledge of products underwritten by the company (401k and 403b retirement plan)

What we offer you:

• Competitive base salary
• Annual Bonus
• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
• 401(k) Match: 100% Employer Match on up to 6% of employee contributions (Salary and Incentive Comp)
• Parental Leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays

The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus, whereby total compensation may exceed this range depending on individual and / or company performance.

Base Salary Range: $65,000 - $85,000

Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.