Retirement Plan Sales Support Consultant

Cetera Financial Group; Dallas (TX); Hybrid; USD 63,000 - 88,000; Full time

Benefits offered by this job

Health, dental, vision, life insurance

Paid time off

401(k) with company match

Parental leave

Wellness days

Mental health benefits

Job summary

Cetera Retire, Sales Support Consultant at Cetera Financial Group partners with Retirement Sales Consultants to support retirement plan sales, pipeline, Salesforce admin, proposal coordination, and advisor support. You’ll collaborate with advisors, TPAs, recordkeepers, and internal teams to drive sales activity and exceptional client service.

Ideal candidates have a bachelor's degree, 3+ years in sales support or financial services, strong organizational and communication skills, and awareness

Qualifications

• 3+ years of experience in sales support, financial services, retirement plans, or related fields.
• Strong organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Positive, customer-focused attitude with a commitment to exceptional service.
• Experience with retirement plans, wealth management, broker-dealers, recordkeepers, or TPA services preferred.

Responsibilities

• Maintain opportunities, activities, and reporting within Salesforce.
• Support pipeline management, proposal coordination, and sales reporting.
• Research retirement plan prospects and sales opportunities.
• Schedule advisor, prospect, client, and internal meetings.
• Serve as a liaison between Sales, Operations, Implementation, and advisor-facing teams.
• Support onboarding and implementation activities for newly sold retirement plans.
• Respond to advisor inquiries and assist with issue resolution.
• Support sales campaigns, marketing initiatives, and special projects.
• Collaborate with home office departments to improve processes and advisor experience.

Skills

Sales support experience

Financial services knowledge

Customer service oriented

Multitasking ability

Education

Bachelor's degree or equivalent

Job description

Job Description

As a Cetera Retire, Sales Support Consultant, you will partner with our Retirement Sales Consultants (RSCs) to support the growth of our retirement plan business. This role focuses on sales support, pipeline management, Salesforce administration, proposal coordination, advisor support, and onboarding activities. You will work closely with advisors, prospects, TPAs, recordkeepers, and internal business partners to help drive sales activity and deliver an exceptional client experience.

What You'll Do:

• Maintain opportunities, activities, and reporting within Salesforce.
• Support pipeline management, proposal coordination, and sales reporting.
• Research retirement plan prospects and sales opportunities.
• Schedule advisor, prospect, client, and internal meetings.
• Serve as a liaison between Sales, Operations, Implementation, and advisor-facing teams.
• Support onboarding and implementation activities for newly sold retirement plans.
• Respond to advisor inquiries and assist with issue resolution.
• Support sales campaigns, marketing initiatives, and special projects.
• Collaborate with home office departments to improve processes and advisor experience.

What You Need to Have

• Bachelor's Degree preferred or equivalent experience.
• 3+ years of experience in sales support, financial services, retirement plans, or related fields.
• Strong organizational, communication, and problem‑solving skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Positive, customer-focused attitude with a commitment to exceptional service.
• Experience with retirement plans, wealth management, broker‑dealers, recordkeepers, or TPA services preferred.
• Knowledge of employer‑sponsored retirement plans, including 401(k) plans, preferred.
• Retirement industry designations such as QKA, Q(k)S, AIF, or CRPS are a plus.
• Ability to adapt quickly and work effectively in a growing, dynamic organization.

Compensation:

The salary range for this role is $63,000-$88,000, 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-Hybrid

About Us

About Us

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan‑ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group ® (Cetera) is a leading network of independent retail broker‑dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award‑winning wealth management and advisory platforms, comprehensive broker‑dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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