Remote Retirement Plan Growth Consultant

Cetera

Charlotte (NC)

Remote

USD 90,000 - 140,000

Full time

6 days ago

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Job summary

Cetera is seeking a Retirement Plan Sales Consultant to partner with retirement-focused advisors, drive growth of employer-sponsored plans, and manage the full sales cycle from discovery to close. You will develop and execute territory plans for the Southeast and Northeast and collaborate with internal teams to support advisor needs and opportunities.

The role requires 7+ years in retirement plan sales, strong prospecting and closing skills, and a solid understanding of market regulations.

Qualifications

7+ years of experience in the retirement plan industry, including experience supporting defined contribution retirement plan sales, consulting, or advisor-facing retirement plan solutions.
Understanding of financial markets and retirement plan regulations.
Must have excellent prospecting and closing skills, sales planning, selling to customer needs, and market knowledge.

Responsibilities

Develop and maintain advisor relationships through phone, web-based, and in-person meetings to drive growth of employer-sponsored retirement plan business.
Manage the full sales cycle from discovery and proposal development through follow-up and close.
Develop and execute a territory sales plan to build pipeline and increase adoption of Cetera branded 401(k) solution.
Provide consultative sales support to retirement-focused advisors to help drive opportunities and plan adoption.
Document sales activity, outbound calls, scheduled meetings, webinars, and other campaigns to promote business growth.