Retirement Plan Sales Consultant: Advisor Partnerships Lead

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

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.