ZipRecruiter

Log In

2

Remote Retirement Sales Jobs in Utah (NOW HIRING)

Closets By Design

Designers

Salt Lake City, UT · On-site +1

Hybrid remote position with an open and flexible schedule. * Sales training and ongoing mentorship. * Pre-set appointments with new and repeat clients. * Health and retirement benefits. Not available ...

AES

Remote Optometrist

Salt Lake City, UT · Remote

Competitive salary with bonus potential (not tied to sales) * License reimbursement and malpractice ... Comprehensive medical, dental, vision, and retirement benefits with employer match Freedom to Lead ...

National Vision

Remote Optometrist

Salt Lake City, UT · On-site +1

$500/day

Competitive salary with bonus potential (not tied to sales) * License reimbursement and malpractice ... Comprehensive medical, dental, vision, and retirement benefits with employer match Freedom to Lead ...

National Vision

Remote Optometrist

Salt Lake City, UT · Remote

Competitive salary with bonus potential (not tied to sales) * License reimbursement and malpractice ... Comprehensive medical, dental, vision, and retirement benefits with employer match Freedom to Lead ...

next page

Showing results 1-20

All JobsRetirement Sales JobsRemote Retirement Sales JobsRemote Retirement Sales Jobs in Utah

Remote Retirement Sales information

What is a remote retirement sales?

A Remote Retirement Sales job involves selling retirement plans, products, or services, such as 401(k)s, IRAs, or annuities, to clients while working from a remote location. Professionals in this role connect with customers through phone, email, or video calls to understand their retirement needs and recommend suitable solutions. They may also provide guidance on retirement planning, answer client questions, and build long-term relationships. This position typically requires strong communication skills, knowledge of retirement products, and the ability to work independently from home.

What are the key skills and qualifications needed to thrive as a remote retirement sales professional?

To thrive as a Remote Retirement Sales Professional, you need a solid understanding of retirement products, financial planning, and proven sales experience, often supported by a relevant degree and FINRA Series 6 or 7 licenses. Familiarity with CRM software, virtual communication platforms, and retirement planning tools is essential. Strong interpersonal skills, self-motivation, and the ability to build trust remotely set top performers apart in this role. These skills are important because they enable professionals to effectively advise clients, close sales from a distance, and foster long-term client relationships in a highly regulated industry.

What are some common challenges faced by professionals in a remote retirement sales role, and how can they be addressed?

One common challenge in Remote Retirement Sales is building trust and rapport with clients without face-to-face interactions. To overcome this, professionals often leverage video conferencing, timely follow-ups, and clear, transparent communication to foster client relationships. Another challenge is staying motivated and organized while working independently; many successful remote sales professionals set structured daily schedules and use digital CRM tools to track their progress. Additionally, they frequently collaborate with internal teams such as marketing and compliance via virtual meetings to stay aligned on product updates and regulatory changes.

What is the difference between Remote Retirement Sales vs Retirement Advisor?

AspectRemote Retirement SalesRetirement Advisor
CredentialsSales certifications, FINRA licensesFINRA licenses, CFP certification
Work EnvironmentRemote, sales-focusedOffice or remote, client advisory
Industry UsageFinancial services, insuranceFinancial planning, wealth management

Remote Retirement Sales primarily focuses on selling retirement-related financial products remotely, emphasizing sales skills and certifications. Retirement Advisors provide personalized financial planning and advice, often requiring CFP certification. While both roles operate within the financial industry and may share some credentials, their core functions differ: one is sales-oriented, the other advisory-focused.

What are popular job titles related to Remote Retirement Sales jobs in Utah?

For Remote Retirement Sales jobs in Utah, the most frequently searched job titles are:

What job categories do people searching Remote Retirement Sales jobs in Utah look for?

The top searched job categories for Remote Retirement Sales jobs in Utah are:

What cities in Utah are hiring for Remote Retirement Sales jobs?

Cities in Utah with the most Remote Retirement Sales job openings:

Remote Retirement Sales jobs near you

Regional Sales Director - Retirement Plan Sales

Mutual of America Financial Group

Salt Lake City, UT • Remote

$90K - $130K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 15 days ago

Job description

Mutual of America Financial Group
Job Title: Regional Sales Director - Retirement Plan Sales
Locations: Remote but must reside in either Colorado or Utah

Who Are We:

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 retirement goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Regional Sales Director “RSD” 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 Regional Sales Director will report into the Regional Vice President and join a dedicated sales team who are full of energy, enthusiasm, and are highly driven to succeed.

Responsibilities:

  • Develop and manage a large territory, uncovering new sources of business.
  • Meeting with Plan Sponsors of 401k and 403b retirement 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 RSD territory to position the RSD 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.
  • Valid driver’s license

Preferred Qualifications:

  • Bachelor’s degree
  • Life Insurance license 

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: $90,000 - $130,000

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.

Apply