Rollover Specialist

Mutual of America Financial Group • Providence, RI

3d • Remote

About The Position

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. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Requirements

• At least two years of sales experience
• Industry experience
• General business acumen with strong motivation and communication skills
• Ability to multitask, processing paperwork while on the phone
• 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
• Able to work a flexible schedule, including some evenings.

Nice To Haves

• Bachelor’s degree preferred
• Knowledge of products underwritten by the company (401k / 403b retirement plans and Traditional / Roth IRA’s)

Responsibilities

• Retain assets of terminated participants by contacting and informing them of features and benefits of Mutual of America Rollover IRA
• Provide inbound support for IRA and group plan (ex 403b/401k) Rollover and annuity exchange requests
• Contact target customers to cross-sell financial products
• Follow up with external financial service provider to ensure that rollover / exchange requirements are completed in a timely manner
• Participates in marketing and asset retention programs

Benefits

• Competitive base salary
• Annual bonus
• 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

What This Job Offers

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