Mutual of America Financial Group

The Rollover Specialist is responsible for retaining assets of terminated participants by promoting IRA products and providing support for rollover and annuity exchange requests. They will also engage in cross-selling financial products and coordinating with external service providers to ensure timely processing.

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.