Retirement Plan Sales Consultant

Cetera; Williamstown (NJ); Remote; USD 90,000 - 110,000; Full time

Job summary

Cetera is seeking a Retirement Plan Sales Consultant to drive growth for our Cetera branded 401(k) solution across the Southeast and Northeast. You will develop advisor relationships, identify plan opportunities, and manage the full sales cycle from discovery to close.

Must reside in territory and travel 25–50%. Compensation ranges from $90,000 to $110,000 plus incentives. FINRA licenses and a strong sales background are required to succeed in this role.

Qualifications

• 7+ years of sales experience with retirement plan products.
• Required: FINRA Series 65.
• Preferred: Series 7, 66, 63 & Insurance Licenses.
• Understanding of financial markets and retirement plan regulations.
• Excellent prospecting and closing skills; strong communication.
• Strong presentation and organizational skills; detail oriented.
• Ability to multitask and meet deadlines.

Responsibilities

• Own and develop the 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 branded 401(k).
• Build relationships with Cetera advisors through outreach, education, and sales consultation.
• Identify and develop retirement plan opportunities within advisor practices and win new business.
• Manage full sales cycle from discovery through close.
• Deliver presentations to advisors, business owners, and stakeholders with proposals.
• Maintain an accurate sales pipeline and timely follow-up.
• Collaborate with internal/external teams to support outcomes.
• Stay current on retirement plan trends and regulatory changes.
• Other duties as defined.

Skills

Sales experience

Retirement plan sales

Prospecting

Closing skills

Presentation skills

Written communication

Organization

Multitasking

Territory management

Education

Bachelor’s degree

Tools

FINRA Series 65

FINRA Series 7

FINRA Series 66

FINRA Series 63

Insurance Licenses

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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