Retirement Plan Specialist
Retirement Plan Specialist
Mutual of America Financial Group
Hillsboro, OR
See who Mutual of America Financial Group has hired for this role
Pay found in job post
Retrieved from the description.
Base pay range
Job Title: Retirement Plan Specialist
Location: Portland, OR
Who We Are:
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:
Our Portland office is one of 33 Regional Offices several and Branch Offices located across the continental United States, (in addition to our New York City Headquarters and our Boca Raton, Florida location). The Retirement Plan Specialist will report to the Regional Office Head and join a dedicated team of Retirement Plan Specialists who are all full of energy and enthusiasm and are highly driven to succeed.
Responsibilities:
The Retirement Plan Specialist will represent Mutual of America in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new group takeover plans and cross-selling other products.
- Setting qualified appointments with plan sponsors of 401k and 403b Plans through multiple strategies, cold calling, networking, and referral
- Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals and close sales.
- Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialists territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities
- Two or more years of outside business-to-business sales experience with proven proficiency in selling, presentation skills, prospecting, and territory management
- Conducting outbound cold calls into prospective clients
- Highly motivated
- Ability to effectively communicate
- Strategic thinker who can work independently
- Strong relationship building and territory management skills
- Active FINRA Series 6, 63 and SIE or must obtain within the first 180 days of employment
- Valid driver’s license required
- Bachelor’s degree preferred
- Demonstrated cold calling sales ability, with assertive, positive, and persistent style
- Knowledge of products underwritten by the company (401k and 403b retirement plans)
- Competitive base salary
- Quarterly Bonus
- Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
- 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in Company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.
- Parental Leave: 8 weeks fully paid
- Paid time off: 20 days plus two floating personal holidays
- Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations
Base Salary Range:
$65,000 - $85,000
Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica
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.
-
Seniority level
Entry level -
Employment type
Full-time -
Job function
Finance and Sales -
Industries
Financial Services
Referrals increase your chances of interviewing at Mutual of America Financial Group by 2x
See who you knowGet notified about new Retirement Plan Specialist jobs in Hillsboro, OR.
Sign in to create job alertSimilar jobs
People also viewed
-
Financial Business Planner
Financial Business Planner
-
Financial Advisor
Financial Advisor
-
Financial Advisor – Estate Planning
Financial Advisor – Estate Planning
-
US Experienced Financial Advisor
US Experienced Financial Advisor
-
Senior Finance Director, Order to Cash Transformation
Senior Finance Director, Order to Cash Transformation
-
Financial Advisor – Estate Planning
Financial Advisor – Estate Planning
-
Finance Director - North America
Finance Director - North America
-
Advisor Development Program - Financial Solutions Advisor Trainee: Mill Plain Financial Center
Advisor Development Program - Financial Solutions Advisor Trainee: Mill Plain Financial Center
-
Financial Advisor Alternative - No Prospecting
Career Solutions, LLC
-
Wealth Management Advisory Consultant II
Wealth Management Advisory Consultant II
Similar Searches
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore More