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Remote 403B Jobs in Kentucky (NOW HIRING)

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Remote 403B information

What is a remote 403b?

A Remote 403B job typically refers to a position related to the administration, management, or support of 403(b) retirement plans that can be performed from a remote location. 403(b) plans are tax-advantaged retirement savings plans offered by public schools and certain non-profit organizations in the United States. Remote roles in this field can include plan administration, customer service, compliance, or financial advising, all done virtually. These jobs allow employees to assist clients or organizations with their 403(b) plans without needing to work onsite.

What are the key skills and qualifications needed to thrive as a 403b plan administrator, and why are they important?

To thrive as a 403(b) Plan Administrator, you need expertise in retirement plan regulations, compliance, and benefits administration, typically supported by a degree in finance or business and industry certifications like QKA or ASPPA. Proficiency in recordkeeping software, payroll systems, and IRS reporting tools is essential for managing plan data and regulatory filings. Attention to detail, strong organizational skills, and effective communication are vital soft skills for managing multiple accounts and collaborating with stakeholders. These skills and qualifications ensure accurate plan administration, legal compliance, and superior client service in a highly regulated environment.

What are the unique challenges of managing 403(b) retirement plans remotely, and how can professionals in this role address them?

Managing 403(b) retirement plans remotely presents unique challenges such as maintaining secure communication with clients, handling sensitive financial data, and staying updated with compliance requirements. Effective professionals use secure digital platforms for document sharing and communication, consistently monitor regulatory updates, and schedule regular virtual meetings to ensure clients feel supported. Building strong relationships remotely requires proactive outreach and clear, jargon-free explanations of plan details to build trust and understanding. Collaboration with internal compliance and IT teams is also crucial to ensure data security and regulatory adherence.

What are popular job titles related to Remote 403B jobs in Kentucky?

For Remote 403B jobs in Kentucky, the most frequently searched job titles are:

What job categories do people searching Remote 403B jobs in Kentucky look for?

The top searched job categories for Remote 403B jobs in Kentucky are:

What cities in Kentucky are hiring for Remote 403B jobs?

Cities in Kentucky with the most Remote 403B job openings:

Remote 403B jobs near you

Senior Retirement Plan Consultant

Mutual of America Life Insurance Company

Covington, KY • Remote

$80K - $120K/yr

Full-time

Re-posted 9 days ago

Job description

Mutual of America Financial Group
Job Title: Senior Retirement Plan Consultant
Location: Remote - Indiana / Kentucky

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 Senior Retirement Plan Consultant will represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new group takeover plans and cross selling other products. The Retirement Plan Specialist will report into the Regional Vice President and join a dedicated team of Retirement Plan Specialist who are full of energy, enthusiasm, and are highly driven to succeed.

Responsibilities:

  • Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
  • Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
  • Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities.

Required Qualifications:

  • 5 plus years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
  • Knowledge of retirement products (401k and 403b plans)
  • Driven to make outbound cold calls into prospective clients
  • Demonstrated cold calling sales ability
  • Ability to effectively communicate
  • Strategic thinker who can work independently
  • Strong Relationship management building skills
  • Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
  • Valid driver’s license

Preferred Qualifications:

  • Bachelor’s degree

What we offer you:

  • Competitive base salary
  • Quarterly uncapped commission structure
  • 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

    The salary range below describes the minimum to maximum base salary range for this role. The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.

    Base Salary Range: $80,000 - $120,000

    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.