Regional Sales Director – Retirement Plan Sales

Posted Aug 8

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Act as a representative of Mutual of America Financial Group in a sales and marketing role for clients and prospects within a designated territory.

• Pursue new group takeover plans and promote other products through cross-selling.

• Build and oversee a substantial territory, identifying fresh business opportunities.

• Engage with Plan Sponsors of 401k and 403b retirement plans via cold calling, networking, and referrals.

• Nurture new prospects, provide cross-selling solutions, achieve and surpass objectives, and finalize deals within the assigned geographic area.

• Participate in client review meetings alongside the Customer Relationship Manager for the top five to ten clients in the territory.

• Request introductions from clients and act as a reference for potential sales opportunities.

• Report directly to the Regional Vice President and collaborate with a dedicated sales team.


⛳️ Requirements

• Over 5 years of experience in outside business-to-business sales.

• Proven success in selling, presenting, prospecting, and managing territories.

• Familiarity with retirement products, specifically 401k and 403b plans.

• Motivated to conduct outbound cold calls to potential clients.

• Demonstrated capability in cold calling sales.

• Strong communication skills.

• A strategic thinker capable of working independently.

• Excellent relationship management and building abilities.

• Active FINRA Series 6, 63, and SIE licenses.

• A valid driver’s license is required.

• A bachelor’s degree is preferred.

• A Life Insurance license is preferred.


🏝️ Benefits

• Competitive base salary.

• Quarterly uncapped commission structure.

• Comprehensive Benefits Package (medical, dental, and vision) that begins on the first day of employment.

• 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with a 100% employer match on employee contributions.

• Parental Leave: 8 weeks fully paid.

• Paid time off: 20 days plus two floating personal holidays.

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