Retirement Plan Sales Support Pro

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

Benefits offered by this job

Health, dental, vision, and life保险计划

Paid time off

Paid holidays

401(k) company contribution up to 5%

Paid parental leave

Health Savings/ Flexible Spending

Employee Assistance Program

LifeLock identity protection

Pet Insurance

Job summary

Cetera Financial Group in Dallas is seeking a Retire, Sales Support Consultant to partner with Retirement Sales Consultants. You will support pipeline management, Salesforce administration, and onboarding for newly sold retirement plans, coordinating with advisors, TPAs, recordkeepers, and internal partners.

The role emphasizes client experience, cross-functional collaboration, and timely responses to inquiries.

Qualifications

• Bachelor's Degree preferred or equivalent experience.
• 3+ years of experience in sales support, financial services, retirement plans, or related fields.
• Microsoft Office proficiency; Salesforce experience preferred.
• Strong organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment.

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

Microsoft Office

Organization

Communication

Problem-solving

Multitasking

Customer service

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Job description

Cetera Financial Group in Dallas is seeking a Retire, Sales Support Consultant to partner with Retirement Sales Consultants. You will support pipeline management, Salesforce administration, and onboarding for newly sold retirement plans, coordinating with advisors, TPAs, recordkeepers, and internal partners.

The role emphasizes client experience, cross-functional collaboration, and timely responses to inquiries.