Senior Retirement Plan Consultant

Mutual of America Financial Group

full-time

Posted on: 4/7/2026

Location Type: Remote

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💰 $80,000 - $120,000 per year

About the role

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.

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 or must be obtained within the first 180 days of employment
Valid driver’s license

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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

business-to-business salesprospectingterritory managementcold callingsales presenting

Soft Skills

effective communicationstrategic thinkingindependent workrelationship management

Certifications

FINRA Series 6FINRA Series 63SIE