Retirement Plan Sales Consultant

Socket.dev; Oregon; Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match (up to 5%)

Paid time off 20+ days + holidays + 2.

Parental leave

Mental health benefits

Life Insurance

Job summary

Cetera Retirement Plan Specialists, a Cetera TPA, seeks a sales consultant to expand advisor relationships across the Northeast region (NY, CT, MA, RI, VT, NH, ME). You will deliver retirement plan design feasibility studies and sales support, helping advisors design, present, and implement plans.

The role emphasizes consultative sales, relationship building, and cross‑department collaboration to drive growth and client success. Travel to advisor locations and conferences is required.

Qualifications

• 3+ years in retirement plan industry experience preferred.
• Experience in TPA sales is a plus.
• Strong written and verbal communication, presentation, and negotiation skills.
• Ability to work independently and in a team.
• Proven track record of meeting sales targets.

Responsibilities

• Develop and execute a disciplined sales strategy within territory to build and retain advisor relationships.
• Provide retirement plan design consulting, proposals, and feasibility studies.
• Meet or exceed annual revenue goals.
• Represent CRPS to nurture partnerships with financial advisors.
• Maintain a steady sales pipeline in assigned territory.
• Collaborate with other departments to drive goals.
• Public speaking at national meetings or conferences as needed.
• Document outbound activity and campaigns to grow retirement plan business.

Skills

Communication skills

Presentation skills

Negotiation

Independent worker

Education

Bachelor’s degree in business/related field

QKS/QKA designation (preferred)

Tools

Microsoft Office

Salesforce.com

Job description

At Cetera Retirement Plan Specialists, Cetera’s TPA, we aim to remove complexity from retirement plan design and administration by providing in-house expertise and guidance to the Cetera advisor community. Cetera TPA Sales Consultants strive to exceed expectations by forging meaningful connections with financial professionals and their clients, understanding their needs, and providing them with top-notch retirement plan design strategies and solutions to enhance their business. As a member of our TPA sales team, you will make a difference and leave a lasting impact on the industry by developing and fostering relationships with our advisors through phone, web-based, and in-person meetings, drawing on extensive retirement plan design and product knowledge, industry insights, and our retirement plan resources. You will be responsible for delivering high-quality retirement plan design feasibility studies and sales support. This role is ideal for a TPA plan design expert who thrives on building relationships, improving processes, and delivering exceptional service. This individual will join our Cetera Workplace & Retirement team. This individual will cover the Northeast region covering these states:NY, CT, MA, RI, VT, NH, ME. Candidates must be located in one of these states for proper coverage of this region.

What you will do:

• Develop and execute a disciplined sales strategy within your territory to build and retain advisor relationships by providing consultative retirement plan design sales support.
• Retirement Plan Design Preparation and Consulting: Defined Contribution and Defined Benefit plan design consulting, proposal and feasibility study generation and presentation.
• Responsible for meeting or exceeding annual revenue goals.
• Be the external face of CRPS in your territory to nurture partnerships with financial advisors.
• Ability to establish and maintain a steady sales pipeline in your assigned territory.
• An in-depth, comprehensive understanding of the retirement plan space with relationships and plan design knowledge in the assigned territory
• Team player mentality and ability to interface with other departments to drive our common goals
• Polished sales skills for presenting to financial advisors and clients
• Represent the team at national meetings or conferences, including public speaking, running panel discussions or other opportunities.
• Proactive Sales Campaigns: Document activity around outbound calls, scheduled meetings, virtual study groups, group webinars, etc. to promote retirement plan business growth and awareness of resources.
• Fiduciary Programs: Manage the promotion of the 3(16) Fiduciary Plan Administrative services. Promote use in advisor discussions and consult with advisors on benefits for plan sponsors.
• Assist advisors with issue resolution
• Travel to conferences and advisor locations for site visits (up to 20%)

What you need to have:

• Experience in TPA sales is a plus
• Working knowledge of retirement plan design: Cash Balance, DC, DB plans
• Excellent communication, presentation, and negotiation skills
• Ability to work independently and as part of a collaborative team
• Results driven with a track record of reaching established sales targets
• Experience: 1-3 years with a focus in the retirement plan industry (401k, etc.)
• Education Preferred: Bachelor's Degree (Degree in Business, Economics, Marketing or Communications)
• Designations or qualifications preferred QKS, QKA or equivalent designation or willingness to attain within 18 months
• Software/System Skills: Microsoft Office (required), Salesforce.com (preferred)
• Ideal candidate would have experience in an advisor facing role within a TPA
• Excellent verbal and written communication skills are required.

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full‑time roles, a benefits package including:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group (Cetera) is a leading network of independent retail broker‑dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award‑winning wealth management and advisory platforms, comprehensive broker‑dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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