Sales Support Representative

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. 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 savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future. Role Summary: Our Long Island location is one of 33 Regional Offices and several Branch Offices located across the continental United States. The Sales Support Representative will report to the Regional Office Head and join a dedicated team of sales support representatives who are all full of energy and enthusiasm and are highly driven to succeed. 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 Vice President representing the respective region. Involved with securing and coordinating follow up on new and potential Automatic Enrollment Clients as part of the overall company objectives Handle inbound enrollment calls, allocation questions and rollovers. These calls generate an opportunity to establish a positive connection with our representatives Regular contact quarterly or semi-annually via telephone with clients ranked 50-100 to schedule group education and annual client review meetings as needed 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 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 Outbound call activity with Participants who have defaulted into plans during takeover or auto enrollment Coordination of pre-retirement workshops with PAR and Regional Financial Consultant. Other job responsibilities would include CMS maintenance, application processing, meeting announcements and sign-up sheets for on-site education meetings Required Qualifications: At least one year of financial services experience General business acumen with strong motivation and communicative skills Must be flexible for occasional overnight travel within the region Active FINRA Series 6, 63 and SIE or must obtain within 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 Preferred Qualifications: Knowledge and understanding of corporate/group retirement plans (403(b), 401(k) and 457 plans) What we offer you: 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: $50,000- $65,000 Visit

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@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. About the company

The Mutual of America Financial Group, also referred to as Mutual of America, is a Fortune 1000 mutual company based in Manhattan, New York City. Notice

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