Retirement Plan Sales Consultant

Cetera; Providence (RI); Remote; USD 90,000 - 110,000; Full time

Benefits offered by this job

Remote work

Job summary

Cetara is seeking a Retirement Plan Sales Consultant to partner with retirement-focused advisors across designated territories, driving growth of employer-sponsored retirement plan business. You will support the full sales cycle through phone, web, and in-person meetings with a focus on plan opportunities and advisor education.

Travel will range 25–50% and candidates should have a Bachelor’s degree, 7+ years in retirement plans, FINRA Series 65, and CRM experience (Salesforce).

Qualifications

• Bachelor's degree required; 5+ years preferred in related roles.
• 7+ years in retirement plan industry with defined contribution sales experience.
• FINRA Series 65 required; Series 7/66/63 and insurance licenses preferred.

Responsibilities

• Own and develop Southeast and Northeast territories to meet retirement plan sales and asset goals.
• Develop and execute territory sales plans to build pipeline for Cetera 401(k) solutions.
• Manage full sales cycle from discovery to close; provide consultative advisor support.
• Produce proposals and assist with client meetings and plan enrollments.
• Educate advisors on retirement plan products and program adoption strategies.
• Collaborate with internal partners and document sales activities to drive growth.

Skills

Prospecting skills

Closing skills

Presentation

Organizational skills

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

Job description

The Retirement Plan Sales Consultant partners with retirement-focused advisors to provide consultative sales support and help drive growth of employer-sponsored retirement plan business. The role develops and maintains advisor relationships through phone, web-based, and in-person meetings, drawing on retirement plan product knowledge, industry insight, and internal resources. This position provides timely, accurate guidance related to plan opportunities, proposal support, program adoption, and advisor education. Success is measured by the quality of advisor support, effective collaboration with internal partners, disciplined sales activity, and contribution to new plan sales and business growth. Territory: AL, CT, DE, FL, GA, KY, MA, MD, ME, MS, NC, NH, NJ, NY, PA, PR, RI, SC, TN, VA, VT, WV - candidates must be located in one of these locations.

Key Duties & 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.
• Manage the full sales cycle from discovery and proposal development through follow-up and close.
• Provide consultative sales support to retirement-focused advisors to help drive employer-sponsored retirement plan opportunities.
• Develop and foster advisor relationships through phone, web-based, and in-person meetings.
• Support proposal generation and assist with preparation for point-of-sale client meetings.
• Provide product and solution consulting related to employer-sponsored retirement plans, including defined contribution plan opportunities.
• Support advisors with practice management, opportunity consulting, program adoption, and retirement plan business growth strategies.
• Document sales activity, outbound calls, scheduled meetings, virtual study groups, webinars, and other campaigns to promote business growth and resource awareness.
• Promote fiduciary programs and consult with advisors on benefits for plan sponsors.
• Conduct tool and service demonstrations for existing and prospective advisors, as needed.
• Collaborate with internal partners, including retirement plan specialists, platform teams, product sponsor field teams, and regional growth teams, to support advisor needs and sales opportunities.
• Stay current on retirement plan industry trends and share relevant insights with advisors and internal partners.

Experience & Qualifications

Required Education:

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

Required Experience:

• 7+ years of experience in the retirement plan industry, including experience supporting defined contribution retirement plan sales, consulting, or advisor-facing retirement plan solutions.
• FINRA Series 65.
• 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 and strong presentation and organizational skills, and attention to detail.

Travel Requirements: Between 25-50% Travel

Preferred Experience :

• Broker-dealer, recordkeeper, DCIO asset manager, or retirement plan provider environments
• Experience using Salesforce or similar CRM tools preferred.
• Internal/External retirement plan wholesaling experience a plus.
• FINRA Series 7, 66, 63, & Insurance Licenses

OR equivalent combination of experience and education in lieu of above.

Job Specific Skills:

Retirement plan sales support; advisor consulting; proposal development; product and solution consulting; client segmentation and practice management support; CRM documentation; Microsoft Office; ability to translate retirement plan concepts into clear advisor guidance.

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.

#LI-REMOTE