Remote Retirement Plan Sales Consultant (Advisor Focus)

Cetera; Providence (RI); Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Remote work

Job summary

Cetara is seeking a Retirement Plan Sales Consultant to partner with retirement-focused advisors across designated territories, driving growth of employer-sponsored retirement plan business. You will support the full sales cycle through phone, web, and in-person meetings with a focus on plan opportunities and advisor education.

Travel will range 25–50% and candidates should have a Bachelor’s degree, 7+ years in retirement plans, FINRA Series 65, and CRM experience (Salesforce).

Qualifications

• Bachelor's degree required; 5+ years preferred in related roles.
• 7+ years in retirement plan industry with defined contribution sales experience.
• FINRA Series 65 required; Series 7/66/63 and insurance licenses preferred.

Responsibilities

• Own and develop Southeast and Northeast territories to meet retirement plan sales and asset goals.
• Develop and execute territory sales plans to build pipeline for Cetera 401(k) solutions.
• Manage full sales cycle from discovery to close; provide consultative advisor support.
• Produce proposals and assist with client meetings and plan enrollments.
• Educate advisors on retirement plan products and program adoption strategies.
• Collaborate with internal partners and document sales activities to drive growth.

Skills

Prospecting skills

Closing skills

Presentation

Organizational skills

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

Job description

Cetara is seeking a Retirement Plan Sales Consultant to partner with retirement-focused advisors across designated territories, driving growth of employer-sponsored retirement plan business. You will support the full sales cycle through phone, web, and in-person meetings with a focus on plan opportunities and advisor education.

Travel will range 25–50% and candidates should have a Bachelor’s degree, 7+ years in retirement plans, FINRA Series 65, and CRM experience (Salesforce).