Participant Account Specialist

Mutual of America

Job Title:Participant Account Representative

Location: San Francisco (Walnut Creek), CA

Who We Are:

At Mutual of America Financial Group (“Mutual of America”), our mission is to “help people build the assets they need to achieve greater financial security.” Our mission is built upon a strong 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 planning goals.

We’re committed to bringing talented and motivated people together to help our customers plan for a financially secure future.

Role Summary:

The San Francisco (Walnut Creek) office is one several Branch Offices located across the continental United States, (in addition to our Boca Raton, Florida location and the NYC Global Headquarters). You'll report to the Regional Office Head and join a dedicated team of professionals who are all full of energy and enthusiasm and are highly driven to succeed.

Responsibilities:

The Participant Account Representative will represent Mutual of America in a sales and marketing capacity conducting group and individual meetings on-site at a Regional Office’s group client

• 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
• The PAR will be responsible for following up on direct mail, advertising and website leads forwarded to the Regional office
• Acts 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
• Coordination of client service matters with local Regional Office service staff and any appropriate home office departments

Required Qualifications:

• 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

Preferred Qualifications:

• 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 plans)

What we offer you:

• Competitive base salary
• Annual 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

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.

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