Retirement Plan Sales Consultant

Cetera Financial Group; United States; Presencial; USD 90 000 - 110 000; Tempo integral

Resumo da oferta

Cetera Financial Group is seeking a Retirement Plan Sales Consultant to partner with retirement-focused advisors and drive growth of employer-sponsored retirement plan business. You will develop advisor relationships through phone, webinars, and in-person visits, delivering guidance on opportunities, proposals, and plan adoption.

You will own Southeast and Northeast territories, build pipelines, manage the full sales cycle, and collaborate with internal teams to deliver tailored 401(k) solutions

Qualificações

• Bachelor’s degree and/or five years or more related experience in retirement plan sales or advisory support.
• Excellent prospecting and closing skills with sales planning and market knowledge.
• Strong communication and presentation skills with attention to detail.

Responsabilidades

• Own and develop Southeast and Northeast territories to achieve retirement plan sales and asset goals.
• Develop and execute a territory sales plan to build pipeline and adoption of Cetera 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 drive employer-sponsored opportunities.
• Develop and foster advisor relationships through phone, web-based, and in-person meetings.
• Support proposal generation and preparation for client meetings.
• Provide product/solution consulting for employer-sponsored retirement plans.
• Collaborate with internal partners to support advisor needs and sales opportunities.
• Document sales activity, meetings, webinars, and campaigns to promote growth.
• Promote fiduciary programs and consult with advisors on benefits for plan sponsors.
• Conduct tool and service demonstrations for advisors as needed.

Conhecimentos

Prospecting & closing

Presentation skills

Advisor relationship building

Market knowledge

Formação académica

Bachelor’s degree

Ferramentas

Salesforce

Microsoft Office

Descrição da oferta de emprego

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.