Mutual of America Financial Group ("Mutual of America") has specialized in providing retirement plan products and services to small and mid-sized corporations and non-profit organizations since 1945. The Sales Support Representative reports into the Executive Vice President of the Southern Region.
The Sales Support Representative (SSR) will provide high level support for our Field Offices’ clients and participants. The SSR will play a major role in coordinating ongoing service and sales needs in offices outlined by the Executive Vice President representing the respective region.
Involved with securing and coordinating follow up on new and potential Automatic Enrollment Clients as part of the overall company objectives
Handle inbound enrollment calls, allocation questions and rollovers. These calls generate an opportunity to establish a positive connection with our representatives
Regular contact quarterly or semi-annually via telephone with clients ranked 50-100 to schedule group education and annual client review meetings as needed
Assisting new client (takeovers) and existing client enrollment meetings as directed by the local Regional Vice President or Executive Field Vice President covering the region
Regular outbound courtesy phone and email contact with Tier 1 and other key participants. For Tier 1’s that express interest in FCS Services, meetings can be coordinated or the follow up on completion of the Fact Finder should be promoted
Outbound call activity with Participants who have defaulted into plans during takeover or auto enrollment
Coordination of pre-retirement workshops with PAR and Regional Financial Consultant.
Other job responsibilities would include CMS maintenance, application processing, meeting announcements and sign-up sheets for on-site education meetings
At least one year of financial services experience
General business acumen with strong motivation and communicative skills
Must be flexible for occasional overnight travel within the region
Active FINRA Series 6, 63 and SIE or must obtain within 90 days of employment
Active State Life and Health Insurance License (in all states covered) required or obtained within 90 days of employment
Valid driver’s license
Bachelor’s degree preferred
Knowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans)
What we offer you:
Competitive base salary plus an annual bonus
Company 401K match (3%)
Comprehensive Health Plan; Medical, Dental, Vision and Life Insurance (effective day one of employment)
Car Reimbursement program (monthly stipend plus mileage reimbursement)
Paid time off: 18 vacations days, plus 9 to 10 company holidays and 5 sick days (or as required by state law). Also, an additional 2 personal holidays.
Matching Gift Program: Mutual of America matches donations of $25 or more to your favorite organizations
Short-term and long-term disability
Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @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.