Remote Retirement Plan Sales Consultant

Cetera; Manchester (NH); Remote; USD 90,000 - 140,000; Full time

Job summary

The Retirement Plan Sales Consultant at Cetera partners with retirement-focused advisors to provide consultative sales support and help grow employer-sponsored retirement plan business. The role builds advisor relationships through phone, web-based, and in-person meetings, leveraging plan knowledge and internal resources to drive new plan sales and growth.

Responsibilities include owning and developing territories, executing territory plans, managing the full sales cycle from discovery to close,

Qualifications

• Bachelor’s degree preferred with 5+ years in retirement plan sales or advisor-facing solutions.
• Proven prospecting and closing skills with external advisors and plan sponsors.
• Strong understanding of retirement plan products and financial markets.

Responsibilities

• Provide consultative sales support to retirement-focused advisors to drive employer-sponsored plan opportunities.
• Manage full sales cycle from discovery and proposal through follow-up and close.
• Develop territory sales plans and build a robust pipeline to increase adoption of Cetera’s 401(k) solution.
• Maintain advisor relationships via phone, web meetings and in-person visits; collaborate with internal partners.

Skills

Prospecting

Closing skills

Advisor relationships

Territory sales management

Retirement plan knowledge

CRM tools

Sales planning

Presentation & proposals

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Office

Job description

The Retirement Plan Sales Consultant at Cetera partners with retirement-focused advisors to provide consultative sales support and help grow employer-sponsored retirement plan business. The role builds advisor relationships through phone, web-based, and in-person meetings, leveraging plan knowledge and internal resources to drive new plan sales and growth.

Responsibilities include owning and developing territories, executing territory plans, managing the full sales cycle from discovery to close,