Retirement Plan Specialist

Location: Irving
Posted on: June 23, 2025

Job Description:

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. 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 Required Qualifications: 0-2 years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management Driven to make outbound cold calls into prospective clients Ability to effectively communicate Strategic thinker who can work independently Strong Relationship management building skills Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment Valid driver’s license Preferred Qualifications: Bachelor’s degree Demonstrated cold calling sales ability Knowledge of retirement products (401k and 403b plans) What we offer you: 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 The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for an annual bonus, whereby total compensation may exceed this range depending on individual and / or company performance. Base Salary Range: $65,000 - $85,000 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.

Keywords: , Keller , Retirement Plan Specialist, Sales , Irving, Texas