Regional Sales Director – Retirement Plan Sales

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

📋 Description

• Serve 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 additional products.

• Manage and expand a substantial territory, identifying new business opportunities.

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

• Develop new prospects within a specified geographic area.

• Promote solutions and strive to meet or surpass goals by successfully closing deals.

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

• Enable the Regional Sales Director to request introductions from clients and act as a reference for 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 with a proven track record in selling, presenting, prospecting, and managing a territory.

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

• Motivated to make outbound cold calls to prospective clients.

• Proven ability in cold calling sales.

• Strong communication skills.

• Strategic thinker capable of working independently.

• Excellent relationship management and building skills.

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

• A valid driver's license is mandatory.

• Driving is a key responsibility; must frequently travel to client and prospective client locations within the assigned sales territory.

• Bachelor's degree is preferred.

• Life Insurance license is preferred.

🏝️ Benefits

• Competitive base salary.

• Quarterly commission structure with no cap.

• Comprehensive benefits package including medical, dental, and vision, effective from the first day of employment.

• 401(K) Match: Receive up to 6% of your salary (including 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.