- Setting qualified appointments with plan sponsors of 401k and 403b Plans through multiple strategies, cold calling, networking, and referral
- Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals and close sales.
- Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialists territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities
- Two or more years of outside business-to-business sales experience with proven proficiency in selling, presentation skills, prospecting, and territory management
- Conducting outbound cold calls into prospective clients
- Highly motivated
- Ability to effectively communicate
- Strategic thinker who can work independently
- Strong relationship building and territory management skills
- Active FINRA Series 6, 63 and SIE or must obtain within the first 180 days of employment
- Valid driver's license required
- Bachelor's degree preferred
- Demonstrated cold calling sales ability, with assertive, positive, and persistent style
- Knowledge of products underwritten by the company (401k and 403b retirement plans)
- Competitive base salary
- Quarterly Bonus
- Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
- 401(k) Match: You will be eligible to receive up to 9% of your pay (salary and incentive compensation) in company contributions. A non-elective employer contribution of 3%, plus a 100% employer match on employee contributions of up to 6% of pay.
- Parental Leave: 8 weeks fully paid
- Paid time off: 20 days plus two floating personal holidays
- Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations
-
Retirement Plan Specialist
6 days ago
Mutual of America Linthicum Heights, United States Full timeMutual of America · Job Title: Retirement Plan Specialist · Location: Baltimore, MD · Who We Are: · At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrit ...
-
Retirement Plan Specialist
4 weeks ago
Insight Global Linthicum Heights, United StatesInsight Global's financial services client is looking for a Retirement Plan Specialist to join their team. This person will represent this firm in a sales capacity to clients and prospects in their territory with the goal of generating new group takeover plans and cross-selling o ...
-
Retirement Plan Specialist, Education Rep
2 weeks ago
Transamerica Baltimore, United States Full timeJob Description · Responsibilities Provide general product information to customers making inquiries via phone, email, video, chat, etc. · Determine customer interests and facilitate meetings with plan specialists or advisors. · Promptly address requests to ensure a good custom ...
-
Ikea Baltimore, United States Full timeJob ID: · Date posted: 05/06/ · Why we will love you · You care about making a positive impact in the world. You understand greatness requires thinking differently. An inclusive and accepting work environment is important to you. · A job at IKEA is so much more than home furni ...
-
Transportation Planning Specialist
4 weeks ago
ICF Washington, United States Full timeDescription · We are seeking a Transportation Planning Specialist to support project managers in analyzing critical issues in sustainable transportation, transportation planning, transportation asset management, land use planning, transportation operations, travel demand manage ...
-
Phoenix Innovations Edgewood, United StatesAbout the Company · Design + Build: With a team of 300 employees nationwide, two-thirds of whom are from architecture and engineering backgrounds, we are the specialist for methodical planning, construction, and revitalization of sustainable, energy-efficient buildings in the off ...
-
Planning Specialist
1 day ago
The Arc Of Howard County Inc Ellicott City, United States**The role of the Planning Specialist is to provide quality planning and technical support, as it relates to the Person-Centered Planning (PCP) process and Long-Term Services and Supports (LTSS) billing. Additionally, this role provides basic case management oversight as it relat ...
-
Retirement Plan Adjustment Specialist
6 days ago
SS&C Technologies Holdings Washington, United States Full timeJob Description · Title: Retirement Plan Adjustment Specialist · Location: Remote - California, Connecticut, Massachusetts, Maine, Missouri, New Jersey, New York, Tennessee, Virginia - ONLY · Get To Know The Team: · The Retirement Plan Adjustment Specialist provides support to ...
-
Supply Chain Planning Specialist
3 weeks ago
Procurement Foundry Baltimore, United StatesAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advanc ...
-
Planning Specialist
3 weeks ago
State of Maryland - Maryland Department of Emergency Management - A Anne Arundel, United States Full timeIntroduction · MDEM is looking for a diligent, detail-oriented individual who is excited about making Maryland a safer�place to live and work by�assisting�with the Department's Maryland Joint Operations Center, including�dispatching of allied agencies, creating�situational report ...
-
Supply Chain Planning Specialist
5 days ago
Northrop Grumman Baltimore, United States**Requisition ID: R **: · - ** Category**: Global Supply Chain · - **Location**: Baltimore, Maryland, United States of America · - **Clearance Type**: Secret · - **Telecommute**: Yes-May consider hybrid teleworking for this position · - **Shift**: Days (United States of America) ...
-
Military C4 Plans and Operations Specialist
4 weeks ago
Parsons Oman Baltimore, United StatesIn a world of possibilities, pursue one with endless opportunities. Imagine Next · When it comes to what you want in your career, if you can imagine it, you can do it at Parsons. Imagine a career working with intelligent, diverse people sharing a common quest. Imagine a workplace ...
-
Military C4 Plans and Operations Specialist
2 weeks ago
Parsons Company Baltimore, United StatesIn a world of possibilities, pursue one with endless opportunities. Imagine Next · When it comes to what you want in your career, if you can imagine it, you can do it at Parsons. Imagine a career working with intelligent, diverse people sharing a common quest. Imagine a workplac ...
-
Workforce Planning Specialist
4 weeks ago
Society of Workforce Planning Professionals LLC New Carrollton, United StatesGeneral Hybrid Work Statement: · This opportunity is a hybrid opportunity allowing for flexibility between virtual and in-person work subject to the Authority's telework policy. · Minimum Qualifications · : · Education · A Bachelor's degree in Human Resources, Business, Social ...
-
Environmental Planning Specialist
3 weeks ago
LMI Washington, United StatesOverview · LMI is a consultancy dedicated to powering a future-ready, high-performing government, drawing from expertise in digital and analytic solutions, logistics, and management advisory services. We deliver integrated capabilities that incorporate emerging technologies and a ...
-
National Geographic Society Washington, United StatesHow You'll Contribute · The Advancement team cultivates, solicits, and stewards individuals, as well as foundation, government and corporate partners who invest in the Society to drive impact through science, technology, education, exploration, and storytelling. The team collabor ...
-
World Health Organization Washington, United States. · OBJECTIVE OF THE OFFICE/DEPARTMENT · This requisition is for employment at the Pan American Health Organization (PAHO)/Regional Office of the World Health Organization (WHO) · The Planning, Budget and Evaluation Department (PBE) is in charge of PAHO's strategic and operationa ...
-
Renal Registered Dietitian
1 week ago
LifeBridge Health Baltimore, United States Full timeRenal Registered Dietitian - Grace Medical Center · Sign On Bonus Potential: $10,000.00 · Baltimore, MD · GRACE MEDICAL CENTER CORPORATE · Full-time - Day shift - 8:00am-4:30pm · Allied Health · 79535 · Posted: · March 10, 2024 · Apply Now · Save Job · Saved · Summary · JOB SUM ...
-
Aurora Ventures Glen, United StatesThe district of Ebersberg is looking to fill a position as a clerk (m/f/d) for the building department at the earliest possible date. The position is permanent and part-time (50%). If the task of IT and digitalization support is taken over, the position can be filled permanently ...
-
Apprentice Merchants
1 week ago
Apex Solutions Glen, United StatesAre you open-minded, enjoy interacting with customers and business partners, and have an interest in warehouse management, logistics processes, and e-commerce? · Then you are the perfect candidate for the position of Wholesale and Foreign Trade Management Specialist. · We are cur ...
Retirement Plan Specialist - Linthicum Heights, United States - Mutual of America
Description
Mutual of AmericaJob Title: Retirement Plan Specialist
Location: Baltimore, MD
Who We Are:
At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. Since 1945, we have specialized in providing small and mid-sized not-for-profit organizations and companies with pension and retirement-related services, along with leading customer support. We work diligently to understand the needs of plan sponsors. We provide them with competitively priced solutions so they can help their employees achieve their financial savings goals.
We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.
Role Summary:
Our Capital area office is one of 33 Regional Offices and several Branch Offices located across the continental United States, (in addition to our New York City Headquarters and our Boca Raton, Florida location). The Retirement Plan Specialist will report to the Regional Office Head and join a dedicated team of Retirement Plan Specialists who are all full of energy and enthusiasm and are highly driven to succeed.
Responsibilities:
The Retirement Plan Specialist will represent Mutual of America in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new group takeover plans and cross-selling other products.
Base Salary Range:
$65,000 - $85,000
Visitfor additional details about life at Mutual of America. You can also follow us onTwitter:@mutualofamerica |Facebook:@mutualofamerica
Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.
#LI-JM1
