- 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
-
Planning Consultant
2 weeks ago
Fidelity Talentsource Llc Littleton, United StatesJob Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy t ...
-
Planning Consultant
6 days ago
Fidelity TalentSource LLC Littleton, United StatesJob Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy t ...
-
Benefits and Planning Consultant
3 weeks ago
Fidelity Investments Greenwood Village, United StatesJob Description: · For you, client interactions are more than transactions. They are opportunities to deepen relationships, understand the unique financial needs of your clients, and make an impact on the lives of others. Join a team of like-minded professionals as an Executive S ...
-
Senior Retirement Plan Consultant
3 weeks ago
The Mutual of America Financial Group Englewood, United StatesThe 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. Setting qual Retirement, Consultant, Relat ...
-
Transmission Planning Consultant
1 week ago
Burns & McDonnell Denver, United StatesThe Transmission Planning Consultant will utilize knowledge in electrical transmission planning and application of grid technologies to assess grid performance and ready the grid for the future challenges represented by plant retirements and renewable integration. The Transmissio ...
-
Regional Planning Consultant
3 weeks ago
Fidelity Talentsource Llc Denver, United StatesJob Description: · Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? · Our Financial Planning offices are filled with energy and ...
-
Regional Planning Consultant
2 weeks ago
Fidelity Talentsource Llc Denver, United StatesJob Description: · Are you passionate about helping advisors build their business through a culture of planning by mentoring and encouraging associates? Do you love to spend time crafting deeper positive relationships? · Our Financial Planning offices are filled with energy and ...
-
Transmission Planning Consultant
4 days ago
Burns & McDonnell Denver, United States**Description** The Transmission Planning Consultant will utilize knowledge in electrical transmission planning and application of grid technologies to assess grid performance and ready the grid for the future challenges represented by plant retirements and renewable integration. ...
-
Transmission Planning Consultant
1 week ago
Burns & McDonnell Denver, United States**Description** The Transmission Planning Consultant will utilize knowledge in electrical transmission planning and application of grid technologies to assess grid performance and ready the grid for the future challenges represented by plant retirements and renewable integration. ...
-
Transmission Planning Consultant
3 weeks ago
Burns & McDonnell Denver, United States**Description** The Transmission Planning Consultant will utilize knowledge in electrical transmission planning and application of grid technologies to assess grid performance and ready the grid for the future challenges represented by plant retirements and renewable integration. ...
-
Transmission Planning Consultant
2 days ago
Burns & McDonnell Denver, United StatesTransmission Planning Consultant & Co. (Denver) · Denver , · Colorado · Primary Location: · Denver, CO · Schedule: · Full-time · Travel: · Yes, 15 % of the Time · Description · The Transmission Planning Consultant will utilize knowledge in electrical transmission planning ...
-
Retirement Plan Consultant
3 weeks ago
CPS Denver, United StatesRetirement Plan Consultant – Remote or in Denver, CO · Denver , CO · | · Fully Remote · Posted: · 01/22/2024 · Industry: · Employee Benefits & Retirement Services · Job Number: · KO · Experience: · Job Description · Retirement Plan Consultant – Remote or in Denver, CO · ...
-
Retirement Plan Consultant
2 days ago
Cps4jobs Denver, United StatesDaily responsibilities include: · Effectively communicate internally and with clients, advisors, and other professionals · Expierence holding an assigned block of business, preferably out of a TPA setting. · Experience in Defined Contribution and/or Defined Benefit plans will be ...
-
Senior Transmission Planning Consultant
3 weeks ago
Burns & McDonnell Denver, United StatesThe Senior Consultant Transmission Planning will utilize extensive knowledge in electrical transmission planning and application of grid technologies to assess grid performance and ready the grid for the future challenges represented by plant retirements and renewable integration ...
-
Senior Transmission Planning Consultant
4 days ago
Burns & McDonnell Denver, United States**Description** · The Senior Consultant Transmission Planning will utilize extensive knowledge in electrical transmission planning and application of grid technologies to assess grid performance and ready the grid for the future challenges represented by plant retirements and re ...
-
Senior Transmission Planning Consultant
1 week ago
Burns & McDonnell Denver, United States**Description** · The Senior Consultant Transmission Planning will utilize extensive knowledge in electrical transmission planning and application of grid technologies to assess grid performance and ready the grid for the future challenges represented by plant retirements and re ...
-
Senior Transmission Planning Consultant
3 weeks ago
Burns & McDonnell Denver, United States**Description** · The Senior Consultant Transmission Planning will utilize extensive knowledge in electrical transmission planning and application of grid technologies to assess grid performance and ready the grid for the future challenges represented by plant retirements and re ...
-
Alvarez & Marsal Deutschland GmbH Denver, United StatesDirector, Retirement Plan and Benefits Consultant · Director, Retirement Plan and Benefits Consultant · A&M is a group of entrepreneurial, action and results-oriented professionals who take a hands-on approach to solving our clients' problems and assisting them in reaching their ...
-
Strategy Consultant V, Strategic Planning
4 weeks ago
Kaiser Permanente Denver, United States: Salary Range: $64.23/hour - $75.53/hour · Job Summary: · In addition to the responsibilities listed above, this position is also responsible for leading business strategy and/or initiative planning by developing a new organizational strategy process and identifying the key pl ...
-
Senior Financial Analyst
1 week ago
DISH Englewood, United States Full timeCompany Summary · DISH, an EchoStar Company, has been reimagining the future of connectivity for more than 40 years. Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans and products, and n ...
Senior Retirement Plan Consultant - Englewood, United States - Mutual of America
Description
Mutual of AmericaJob Title: Retirement Plan Specialist
Location: Denver, CO
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 Denver office is one of 33 Regional Offices several and 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:
$80,000- $120,000
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.