Retirement Plan Solutions Consultant

Cetera Financial Group; United States; Hybrid; USD 76,000 - 100,000; Full time

Benefits offered by this job

Health, dental, vision and life insurance plans

20+ days paid time off (PTO)

401(k) Savings plan with company contribution

Job summary

Cetera Financial Group is seeking a Cetera Qualified Retirement Plan Sales Consultant to partner with retirement-focused advisors. You will provide consulting support and drive sales across the Mid-Atlantic region including DC, DE, MD, NJ, PA, VA, and WV.

The ideal candidate will possess 7+ years of retirement plan industry experience and a Bachelor’s Degree. Responsibilities include sales support, advisor consulting, and conducting educational sessions. A competitive salary of $76,000 to $100,000 plus bonuses is offered.

Qualifications

• 7+ years of experience in the retirement plan industry (401k, etc.).
• Experience in an advisor-facing role within a broker-dealer.
• Ability to travel to conferences and advisor locations for site visits (up to 50%).

Responsibilities

• Provide sales support and proposal generation for client meetings.
• Assist advisors in refining service models and business efficiencies.
• Conduct proactive sales campaigns and documentation of activities.

Skills

Retirement plan industry experience

Verbal and written communication

Customer-focused attitude

Problem-solving skills

Education

Bachelor's Degree in Business, Economics, Marketing or Communications

Tools

Microsoft Office

Salesforce.com

Job description

As a Cetera Qualified Retirement Plan Sales Consultant, you will partner with our retirement focused advisors to provide consulting support and drive sales of employer sponsored plans. You will accomplish this by developing and fostering relationships with our advisors through phone and web-based meetings, in person meetings and road shows, drawing on extensive product knowledge, industry insights, and our retirement plan resources. The consultant will be expected to provide timely, accurate and actionable guidance to advisors and their teams around practice management, opportunity consulting, program adoption, and drive new plan sales in the region. This individual will join our Cetera Workplace & Retirement team. This individual will cover the Mid-Atlantic region covering these states: DC, DE, MD, NJ, PA, VA, WV.

Candidates must be located in one of these states for proper coverage of this region.

What You Will Do:

• Sales Support and Consulting: product and solution consulting, proposal generation, assist with preparation for point-of-sale client meetings, leverage and work with product sponsor’s field teams to support new sales, enrollment, ongoing education, etc.
• Retirement Plan Business Consulting: support for advisors' efforts to refine their service models, assistance with and advice on client segmentation and business efficiencies, practice manage tool optimization strategies, act as intermediary to respond to advisors' requests for new products and selling agreements, provide technical guidance or source referrals to advisors.
• Proactive Sales Campaigns: Document activity around outbound calls, scheduled meetings, virtual study groups, group webinars, etc. to promote retirement plan business growth and awareness of resources
• Fiduciary Programs: Manage the promotion of the ERISA Advice and Consulting Program and 3(38) Solution. Promote use in advisor discussions and consult with advisors on benefits for plan sponsors.
• Advisor Training and Education: Actively participate in industry conferences and seminars to remain current with retirement plan industry trends and provide insights to advisors.
• Conduct demos of tools and services for both existing and prospective advisors.
• Productively work together and collaborate with internal partners such as Cetera’s in-house Third-Party Administrator and Regional Growth Teams.
• Assist advisors with issue resolution.

What You Need to Have:

• Experience: 7+ years with a focus in the retirement plan industry (401k, etc.)
• Minimum Education Required: Bachelor's Degree (Degree in Business, Economics, Marketing or Communications preferred)
• Designations or qualifications preferred AIF, CRPS, C(k)P or other retirement industry specific designations
• Software/System Skills: Microsoft Office (required), Salesforce.com (preferred), Fi360 Toolkit (preferred)
• Ideal candidate would have experience in an advisor facing role within a broker-dealer, DCIO asset manager, Recordkeeper, Etc.
• Travel to conferences and advisor locations for site visits (up to 50%)
• Excellent verbal and written communication skills are required.
• Positive, customer focused attitude and demeanor with a desire to provide outstanding service.
• Work well in groups and have good problem-solving skills.

Compensation:

The base salary range for this role is $76,000-$100,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also 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 plus 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 our 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 foster.
• 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.

Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers 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 by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered by 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 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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Job Info

• Job Identification 6403