Mutual of America Financial Group

The Regional Sales Director will manage a territory to solicit new group retirement plans and cross-sell financial products. They are responsible for meeting with plan sponsors, conducting cold calls, and collaborating with the Customer Relationship Manager to secure new business.

The role focuses on engaging and strengthening the existing client base by managing day-to-day operations and servicing of group retirement plans. Key duties include conducting plan review meetings with C-suite executives and ensuring annual compliance tasks are executed timely.

The Participant Account Specialist conducts group and individual meetings to drive enrollment and contributions for 401k and 403b plans. They act as a financial liaison for participants and collaborate with colleagues to promote the company's service model to prospects.

The Senior Retirement Plan Consultant will represent the company in a sales and marketing capacity to solicit new group plans and cross-sell products. Responsibilities include setting qualified appointments, managing a geographic territory, and attending client review meetings to drive new business.