What are the responsibilities and job description for the Rollover Specialist position at Mutual of America Financial Group?
Mutual of America Financial Group
Job Title: Rollover Specialist
Location: Remote
Who We Are:
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.
Role Summary:
The Rollover Specialist will represent Mutual of America Financial Group in a sales and customer service capacity supporting all participants. The Rollover Specialist will report into the Director, Participant Accounts, Asset Retention.
Responsibilities:
Base Salary Range: $50,000 - $70,000
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.
Job Title: Rollover Specialist
Location: Remote
Who We Are:
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.
Role Summary:
The Rollover Specialist will represent Mutual of America Financial Group in a sales and customer service capacity supporting all participants. The Rollover Specialist will report into the Director, Participant Accounts, Asset Retention.
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 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
- At least two years of sales experience or equivalent industry experience
- Individual sales experience and being comfortable with cold calling
- 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.
- Bachelor’s degree preferred
- Knowledge of products underwritten by the company (401k / 403b retirement plans and Traditional / Roth IRA’s)
- 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
Base Salary Range: $50,000 - $70,000
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.
Salary : $50,000 - $70,000