Sales Support Representative

Mutual of America

Job Title: Sales Service Representative

Location: New Orleans, LA

Who We Are:

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. Utilizing local offices with non-commissioned consultants, they offer a wide variety of retirement savings plans and services, including 401(k), 403(b), and 457(b) deferred compensation plans.  Mutual of America also provides investment vehicles to individuals for their retirement and other long-term financial needs.

Responsibilities:

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 Field Vice President representing the respective region.

1. Involved with securing and coordinating follow up on new and potential Automatic Enrollment Clients as part of the overall company objectives
2. Handle inbound enrollment calls, allocation questions and rollovers. These calls generate an opportunity to establish a positive connection with our representatives
3. Asset retention IRA opportunities will be forwarded to the Rollover Specialist’s and any PDT / external IRA opportunities will be secured and credited to the Participant Account Representative (PAR) whose territory the Participant lives
4. Regular contact quarterly or semi-annually via telephone with clients ranked 50-100 to schedule group education and annual client review meetings as needed
5. 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
6. 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
7. Outbound call activity with Participants who have defaulted into plans during takeover or auto enrollment
8. Coordination of pre-retirement workshops with PAR and Regional Financial Consultant.
9. Other job responsibilities would include CMS maintenance, application processing, meeting announcements and sign-up sheets for on-site education meetings.

Required Qualifications:

1. Active FINRA Series 6 license or obtained within 90 days of employment
2. Active State Life and Health Insurance License (in all states covered) required or obtained within 90 days of employment
3. Valid driver’s license
4. At least one year of financial services experience
5. General business acumen with strong motivation and communicative skills
6. Must be flexible for occasional overnight travel within the region

Preferred Qualifications:

1. Bachelor’s degree
2. Knowledge of all products underwritten by the Company, primarily 401k and 403b

We offer a base salary, car reimbursement program and bonus potential in addition to outstanding benefits (which start on your first day of employment), including a comprehensive health plan, pension plan, 401(k) with company match, life insurance, vacation days and paid holidays.  

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.

#CB