Participant Account Specialist

Mutual of America • Dallas, TX

22h • Hybrid

About The Position

Mutual of America Financial Group is dedicated to helping individuals achieve financial security by building the assets they need. Founded in 1945 to serve non-profit organizations, the company now extends its retirement and pension services to for-profit companies, governmental entities, Tribal enterprises, institutional investors, and individuals. The company values integrity, excellence, and social responsibility, and is committed to bringing together talented individuals to support customers in reaching their financial savings goals. The Participant Account Specialist will support the Southwestern region and report into the Regional Vice President. This role involves representing Mutual of America in a sales and marketing capacity, conducting group and individual meetings on-site at a Regional Office’s group client.

Requirements

• At least two years of sales experience or equivalent industry experience
• Experience in presenting in a group setting to a variety of size groups
• Individual sales experience and being comfortable with cold calling
• General business acumen with strong motivation and communication skills
• Active FINRA Series 6 and 63 or must obtain within the first 180 days of employment
• Active State Life and Health Insurance License (in all states covered) required or obtained within 180 days of employment
• Valid driver’s license required

Nice To Haves

• Bachelor’s degree preferred
• CRPS designation preferred after 5 years in sales related position
• Knowledge of products underwritten by the company (401k and 403b retirement plan)

Responsibilities

• Assist in the rollout and enrollment of participants in newly established 401k and 403b plans through group and individual meetings
• Enhance the company’s relationship with the participants, while cross selling individual products during on-site group and individual employee meetings
• Actively network and prospect new participants to add to Mutual of America’s product suite
• Increase enrollment, contributions and obtaining transfers from current group plan participants
• Follow up on direct mail, advertising and website leads forwarded to the Regional office
• Act as a financial liaison with participants on all matters concerning individual products, including investment alternatives offered under the contract
• Collaborate and present with other colleagues to show and prove our service model to prospects who are on the verge of buying our group products
• Coordinate client service matters with local Regional Office service staff and any appropriate home office departments

Benefits

• Competitive base salary
• Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
• 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
• Parental Leave: 8 weeks fully paid
• Paid time off: 20 days plus two floating personal holidays
• Annual bonus (uncapped)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 501-1,000 employees