Remote Retirement Plan Sales Consultant

Cetera; Annapolis (MD); On-site; USD 90,000 - 110,000; Full time

Job summary

Cetera is seeking a Retirement Plan Sales Consultant to partner with retirement-focused advisors across a broad territory to drive growth in employer-sponsored retirement plans. You will apply retirement plan knowledge and internal resources to support opportunities, educate advisors, and collaborate with internal teams for successful outcomes.

Required are extensive experience in retirement plan sales, FINRA 65, and proven prospecting and closing abilities.

Qualifications

• Bachelor's degree and/or five years or more related experience or training preferred.
• 7+ years of experience in the retirement plan industry, including support for defined contribution retirement plan sales, consulting, or advisor-facing retirement plan solutions.
• FINRA Series 65.
• Strong prospecting, closing, planning and market knowledge; excellent written and verbal communication; ability to present and organize.

Responsibilities

• Own and develop the Southeast and Northeast territories to achieve individual retirement plan sales and asset goals.
• Develop and execute a territory sales plan to build pipeline and increase adoption of Cetera branded 401(k) solution.
• Manage the full sales cycle from discovery and proposal development through follow-up and close.
• Provide consultative sales support to retirement-focused advisors to drive employer-sponsored retirement plan opportunities.
• Develop and foster advisor relationships through phone, web-based, and in-person meetings.
• Support proposal generation and assist with preparation for client meetings.
• Provide product and solution consulting related to employer-sponsored retirement plans, including defined contribution plan opportunities.

Skills

Retirement plan sales

Advisor consulting

Prospecting/closing

CRM documentation

Education

Bachelor's degree

Tools

Salesforce

MS Office

Job description

Cetera is seeking a Retirement Plan Sales Consultant to partner with retirement-focused advisors across a broad territory to drive growth in employer-sponsored retirement plans. You will apply retirement plan knowledge and internal resources to support opportunities, educate advisors, and collaborate with internal teams for successful outcomes.

Required are extensive experience in retirement plan sales, FINRA 65, and proven prospecting and closing abilities.