Remote Retirement Plan Solutions Consultant

Cetera; El Paso (TX); À distance; USD 90 000 - 110 000; Plein temps

Résumé du poste

Cetera is seeking a Retirement Plan Sales Consultant to partner with retirement-focused advisors, driving growth in employer-sponsored retirement plan business. You will manage territories, provide consultative guidance, and collaborate with internal teams to support opportunities and program adoption.

The role requires 7+ years in retirement plan sales, FINRA 65, and strong prospecting/closing skills, with 25–50% travel. Location is remote across covered territories in the United States.

Qualifications

• Bachelor's degree required or five years of related experience.
• 7+ years of retirement plan industry experience including defined contribution sales or advisor-facing solutions.
• FINRA Series 65.
• Excellent prospecting and closing skills, sales planning, and market knowledge.

Responsabilités

• Own and develop the Southeast and Northeast territories to achieve retirement plan sales and asset goals.
• Manage full sales cycle from discovery and proposal 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.
• Document sales activity and campaigns to promote growth and resource awareness.

Connaissances

Prospecting

Closing

Sales planning

Advisor consulting

Formation

Bachelor's degree

Outils

Salesforce CRM

Microsoft Office

Description du poste

Cetera is seeking a Retirement Plan Sales Consultant to partner with retirement-focused advisors, driving growth in employer-sponsored retirement plan business. You will manage territories, provide consultative guidance, and collaborate with internal teams to support opportunities and program adoption.

The role requires 7+ years in retirement plan sales, FINRA 65, and strong prospecting/closing skills, with 25–50% travel. Location is remote across covered territories in the United States.