Retirement Plan Sales Executive - SE & NE Territory

Cetera; Oregon; Hybrid; USD 90,000 - 110,000; Full time

Job summary

Cetera is seeking a Retirement Plan Sales Consultant to drive growth and profitability of our Cetera branded 401(k) solution across the Southeast and Northeast territories. You will develop advisor relationships, identify opportunities, manage the sales pipeline, and present to plan sponsors to win new employer-sponsored retirement plans.

Responsibilities include building a robust territory plan, delivering tailored proposals, and staying current on market trends and regulatory changes.

Qualifications

• 7+ years of sales experience 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.

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.

Skills

Sales experience

Retirement plans knowledge

FINRA 65

FINRA 7

FINRA 66

FINRA 63

Insurance licenses

Prospecting

Closing skills

Presentations

Written communication

Organization

Deadline management

Education

Bachelor's degree or equivalent

Job description

Cetera is seeking a Retirement Plan Sales Consultant to drive growth and profitability of our Cetera branded 401(k) solution across the Southeast and Northeast territories. You will develop advisor relationships, identify opportunities, manage the sales pipeline, and present to plan sponsors to win new employer-sponsored retirement plans.

Responsibilities include building a robust territory plan, delivering tailored proposals, and staying current on market trends and regulatory changes.