区域销售总监 - 养老计划销售
Regional Sales Director - Retirement Plan Sales
Mutual of America Financial Group
职位名称：区域销售总监 - 养老计划销售
工作地点：100% 远程办公，但必须居住在印第安纳州、肯塔基州或俄亥俄州
我们是谁：
在 Mutual of America Financial Group，我们帮助人们建立实现更大财务安全所需的资产。我们的公司建立在诚信、卓越和社会责任的坚实基础之上。我们成立于 1945 年，最初为小型和中型非营利组织提供养老和退休相关服务，以及领先的客户服务。如今，我们还为营利性公司、政府机构、部落企业、机构投资者和个人提供这些服务。我们努力深入了解客户的需求，以帮助他们实现退休目标。
我们致力于汇聚有才华和动力的人才，帮助我们的客户实现财务安全的未来。
职位概述：
区域销售总监（RSD）将在销售和营销方面代表 Mutual of America Financial Group，针对指定区域内的客户和潜在客户开展工作，重点是争取新的团体接管计划，并交叉销售其他产品。区域销售总监将向区域副总裁汇报，并加入一个充满活力、热情且高度进取的销售团队。
职责：
- 开发和管理一个较大的区域，发现新的业务来源。
- 通过多种策略（包括冷电销、社交网络和推荐）与 401k 和 403b 养老计划的计划发起人会面。
- 在地理区域内培育新客户，交叉销售解决方案，通过成交交易达成并超越目标。
- 参加客户评审会议，与客户关系经理（CRM）一起处理 RSD 区域内排名前五到前十的客户，以便 RSD 向客户寻求介绍，并作为销售机会的参考。
任职要求：
- 5 年以上 B2B 销售经验，具备销售、展示、开发客户和区域管理方面的实际效率
- 熟悉养老产品（401k 和 403b 计划）
- 有主动进行外呼电话联系潜在客户的意愿
- 具备出色的外呼电话销售能力
- 能够有效沟通
- 具备战略思维能力，能够独立工作
- 具备强大的关系管理与建立能力
- 持有 FINRA 系列 6、63 和 SIE 证书
查看英文原文
Mutual of America Financial Group
Job Title: Regional Sales Director - Retirement Plan Sales
Locations: 100% remote but must reside in Indiana, Kentucky or Ohio
Who Are We:
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 retirement goals.
We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.
Role Summary:
The Regional Sales Director “RSD” will represent Mutual of America Financial Group 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. The Regional Sales Director will report into the Regional Vice President and join a dedicated sales team who are full of energy, enthusiasm, and are highly driven to succeed.
Responsibilities:
- Develop and manage a large territory, uncovering new sources of business.
- Meeting with Plan Sponsors of 401k and 403b retirement plans through multiple strategies, cold calling, networking, and referrals.
- Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
- Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the RSD territory to position the RSD to ask clients for introductions and to be a reference for sales opportunities.
Required Qualifications:
- 5 plus years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
- Knowledge of retirement products (401k and 403b plans)
- Driven to make outbound cold calls into prospective clients
- Demonstrated cold calling sales ability
- Ability to effectively communicate
- Strategic thinker who can work independently
- Strong Relationship management building skills
- Active FINRA Series 6, 63, and SIE.
- Driving is an essential function of this position and a business necessity because the employee must regularly drive to client and prospective-client locations throughout the assigned sales territory to conduct in-person meetings, presentations, and site visits. A valid driver’s license is required.
Preferred Qualifications:
- Bachelor’s degree
- Life Insurance license
What we offer you:
- Competitive base salary
- Quarterly uncapped commission structure
- 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
The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.
Base Salary Range: $90,000 - $130,000
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.
Originally posted on Himalayas