Retirement Plan Sales Consultant

Cetera; Fulton (MS); Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Incentive compensation

Remote work

Job summary

Cetera is seeking a Retirement Plan Sales Consultant to drive growth of our Cetera branded 401(k) solution across the Southeast and Northeast regions. The role focuses on developing advisor relationships, identifying retirement plan opportunities, and managing the full sales cycle from discovery to close.

You will present to plan sponsors, deliver competitive analysis and customized proposals, and partner with internal teams to support successful implementation.

Qualifications

• 7+ years of sales experience in retirement plan products.
• FINRA Series 65 required.
• Bachelor’s degree preferred or equivalent experience.
• Strong prospecting and closing skills.
• Excellent written and presentation skills.
• Strong organizational skills and attention to detail.
• Able to manage multiple deadlines.

Responsibilities

• Own and develop Southeast and Northeast territories to hit sales/asset goals.
• Build and execute territory sales plan to grow Cetera 401(k) adoption.
• Educate and consult Cetera advisors; expand retirement plan opportunities.
• Manage full sales cycle from discovery to close.
• Deliver presentations to advisors and plan sponsors with proposals.
• Maintain sales pipeline and timely follow-up.
• Coordinate with internal/external teams to ensure successful outcomes.
• Stay current on retirement plan trends and regulations.

Skills

Sales experience

FINRA 65

FINRA 7/66/63

Insurance licenses

Financial markets knowledge

Prospecting skills

Closing skills

Written communication

Presentation skills

Organizational skills

Multitasking

Deadline management

Education

Bachelor’s degree

Job description

The Retirement Plan Sales Consultant is responsible for driving growth and profitability of our Cetera branded 401(k) solution within the Southeast and Northeast territories. The Sales Consultant will develop advisor relationships, identify and cultivate retirement plan opportunities, manage the sales pipeline, and present directly to plan sponsors to win new employer-sponsored retirement plan business.

Territory: AL, CT, DE, FL, GA, KY, MA, MD, ME, MS, NC, NH, NJ, NY, PA, PR, RI, SC, TN, VA, VT, WV.

Must reside in territory.

Core 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 our Cetera branded 401(k) solution.
• Build relationships with Cetera advisors through proactive outreach, education, and sales consultation.
• Identify and develop retirement plan opportunities within advisor practices and help advisors win new business.
• Manage the full sales cycle from discovery and proposal development through follow-up and close.
• Deliver presentations to advisors, business owners, and other key stakeholders, including competitive analysis, benchmarking, and customized proposals.
• Maintain an accurate sales pipeline and provide timely follow-up to advisors and prospects.
• Partner with internal teams and external partners to support successful sales outcomes and implementation.
• Stay current on retirement plan trends, competitive offerings, and regulatory changes.
• Other job duties as defined.

Required Knowledge, Skills, and Abilities:

• 7+ years of sales experience with a significant portion of those years focused on marketing retirement plan products
• Required: FINRA Series 65
• Preferred: FINRA Series 7, 66, 63, & Insurance Licenses
• Understanding of financial markets and retirement plan regulations.
• Must have excellent prospecting and closing skills, sales planning, selling to customer needs, and market knowledge.
• Demonstrated written communication skills.
• Strong presentation skills.
• Strong organizational skills and attention to detail.
• Ability to multitask and manage to define deadlines.

Desired Knowledge, Skills, and Abilities: Internal/External retirement plan wholesaling experience a plus.

Minimum Required Education & Experience:

• Bachelor’s degree (B.A.) from a four-year college or university and/or five years or more related experience or training preferred

Travel Requirements: Between 25-50% Travel

The person in this position should demonstrate a high level of professionalism; possess the ability to work well in a fast-paced environment and the flexibility to easily adapt to changing priorities.

Compensation:

The salary range for this role is $90,000-$110,000, plus competitive incentive compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and location. Compensation ranges may differ significantly due to geography and cost of labor considerations.

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