Remote Retirement Plan Growth Consultant

Cetera; New Hampshire; Remote; USD 95,000 - 150,000; Full time

Job summary

Cetera in the United States is seeking a Retirement Plan Sales Consultant to partner with retirement-focused advisors, drive growth of employer-sponsored retirement plans, and manage a defined territory. The role emphasizes relationship building through calls, web and in-person meetings, with deep product knowledge and collaboration with internal teams. A Bachelor's degree and 7+ years in retirement plans, plus 25-50% travel, are required; remote work is supported.

Qualifications

• 7+ years of experience in the retirement plan industry.
• Experience supporting defined contribution retirement plan sales.
• Understanding of financial markets and retirement plan regulations.
• Excellent prospecting and closing skills.
• Willingness to travel 25–50%.

Responsibilities

• Develop and execute a territory sales plan to build pipeline.
• Manage full sales cycle from discovery to close.
• Provide consultative sales support to retirement-focused advisors.
• Develop and foster advisor relationships through meetings.
• Support proposal generation and client meeting prep.
• Provide product consulting on employer-sponsored retirement plans.
• Collaborate with internal partners to support advisor needs.
• Document sales activity and campaigns for growth.
• Stay current on industry trends and share insights.
• Own and develop the Southeast and Northeast territories.

Skills

Territory sales

Consultative selling

Sales planning

CRM usage

Education

Bachelor's degree

Tools

Salesforce

Job description

Cetera in the United States is seeking a Retirement Plan Sales Consultant to partner with retirement-focused advisors, drive growth of employer-sponsored retirement plans, and manage a defined territory. The role emphasizes relationship building through calls, web and in-person meetings, with deep product knowledge and collaboration with internal teams. A Bachelor's degree and 7+ years in retirement plans, plus 25-50% travel, are required; remote work is supported.