Remote Retirement Plan Sales Consultant - Territory Growth

Cetera

Nashville (TN)

Remote

USD 90,000 - 130,000

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 and drive employer-sponsored plan growth. You will manage the Southeast and Northeast territories, develop a territory sales plan, and lead the full sales cycle from discovery through close, delivering consultative guidance for Cetera's 401(k) solution.

Collaborating with retirement plan specialists, platform teams, and regional growth groups, you will stay ahead of industry trends and document

Qualifications

  • 7+ years of retirement plan industry experience including defined contribution sales support.
  • Understanding of financial markets and retirement plan regulations.
  • Excellent prospecting and closing skills, sales planning, and market knowledge.

Responsibilities

  • Own and develop Southeast and Northeast territories to achieve sales and asset goals.
  • Develop and execute territory sales plans to build pipeline and adoption of Cetera 401(k) solution.
  • Manage full sales cycle from discovery to close and provide consultative advisor support.
  • Document sales activity, meetings, webinars, and campaigns to promote growth.
  • Collaborate with retirement plan specialists, platform teams, and regional growth teams.

Skills

Prospecting & closing
Sales planning
Customer needs selling
Market knowledge
Territory management

Education

Bachelor’s degree

Tools

Salesforce
Microsoft Office

Job description

Cetera is seeking a Retirement Plan Sales Consultant to partner with retirement-focused advisors and drive employer-sponsored plan growth. You will manage the Southeast and Northeast territories, develop a territory sales plan, and lead the full sales cycle from discovery through close, delivering consultative guidance for Cetera's 401(k) solution.

Collaborating with retirement plan specialists, platform teams, and regional growth groups, you will stay ahead of industry trends and document

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