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Rollover Specialist

Company: Mutual of America
Location: Boca Raton
Posted on: May 27, 2023

Job Description:

Mutual of America
Job Title: Rollover Specialist
Location: Boca Raton, FL
Role Summary:
Mutual of America has 33 Regional Offices and several Branch Offices located across the continental United States, (in addition to our New York City Headquarters and Boca Raton office).You'll report to the Vice President of the Rollover department and join a dedicated team of professionals who are all full of energy and enthusiasm and are highly driven to succeed.
The Rollover Specialist will represent Mutual of America in a sales and customer service capacity supporting all participants.

  • 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 Required Qualifications:
    • 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 and possibly some Saturdays Preferred Qualifications:
      • Bachelor's degree preferred
      • Knowledge of products underwritten by the company (401k / 403b retirement plans and Traditional / Roth IRA's)
        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
 additional details about life at Mutual of America. You can also follow us onTwitter:@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.

Keywords: Mutual of America, Boca Raton , Rollover Specialist, Other , Boca Raton, Florida

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