Job Details

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 s...Rollover, Specialist, Healthcare