Retirement Plan Sales Consultant

Cetera Financial Group Inc; Oregon; On-site; USD 90,000 - 130,000; Full time

Job summary

Cetera Retirement Plan Specialists, part of Cetera’s TPA, seeks a sales professional to develop and nurture advisor relationships across NY, CT, MA, RI, VT, NH, ME. You will deliver retirement plan design consulting, feasibility studies, and sales support while meeting revenue goals.

The role covers Northeast states with up to 20% travel, requiring strong communication, negotiation, and presentation skills, plus knowledge of Defined Contribution and Defined Benefit plans.

Qualifications

• Experience in retirement plan sales or TPA is a plus.
• Strong communication, presentation, and negotiation skills.
• Ability to work independently and as part of a team.
• 1–3 years in retirement plan industry (401k etc.).

Responsibilities

• Develop and execute a disciplined sales strategy within your territory to build and retain advisor relationships.
• Provide retirement plan design consulting, feasibility studies, and presentations.
• Meet or exceed annual revenue goals.
• Be the external face of CRPS to financial advisors.
• Maintain a steady sales pipeline in your territory.
• Collaborate with other departments to achieve goals.
• Represent the team at national meetings and conferences, including public speaking.
• Document outbound activities and campaigns to grow retirement plan business.
• Promote fiduciary services and assist advisors with issue resolution.
• Travel to conferences and advisor locations (up to 20%).

Skills

Communication skills

Presentation skills

Negotiation skills

Independent & collaborative work

Sales targets

Relationship building

Retirement plan knowledge

Travel readiness

Education

Bachelor's Degree in Business/ Economics/ Marketing/ Communications

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.