Retirement Plan Sales Consultant

Cetera•United States,

2d•$90,000 - $110,000•Remote

About The Position

The Retirement Plan Sales Consultant partners with retirement-focused advisors to provide consultative sales support and help grow employer-sponsored retirement plan business. The role builds and maintains advisor relationships through phone, web-based, and in-person meetings, applying retirement plan product knowledge, industry insight, and internal resources. It provides timely, accurate guidance on plan opportunities, proposal support, program adoption, and advisor education. Success is measured by the quality of advisor support, collaboration with internal partners, disciplined sales activity, and contribution to new plan sales and business growth. The position owns and develops the Southeast and Northeast territories to achieve individual retirement plan sales and asset goals. Candidates must be located in one of the listed territories: AL, CT, DE, FL, GA, KY, MA, MD, ME, MS, NC, NH, NJ, NY, PA, PR, RI, SC, TN, VA, VT, or WV. The role requires 25–50% travel and is identified as remote.

Requirements

Seven or more years of experience in the retirement plan industry, including experience supporting defined contribution retirement plan sales, consulting, or advisor-facing retirement plan solutions.
FINRA Series 65.
Understanding of financial markets and retirement plan regulations.
Excellent prospecting and closing skills, sales planning, selling to customer needs, and market knowledge.
Demonstrated written communication skills, strong presentation and organizational skills, and attention to detail.
Bachelor’s degree (B.A.) from a four-year college or university and/or five or more years of related experience or training is listed under Required Education; the posting also says an equivalent combination of experience and education may be considered.
Must be located in one of the listed states or territories: AL, CT, DE, FL, GA, KY, MA, MD, ME, MS, NC, NH, NJ, NY, PA, PR, RI, SC, TN, VA, VT, or WV.
Ability to translate retirement plan concepts into clear advisor guidance.
Knowledge or skills in retirement plan sales support, advisor consulting, proposal development, product and solution consulting, client segmentation and practice management support, CRM documentation, and Microsoft Office.

Nice To Haves

Experience in a broker-dealer, recordkeeper, DCIO asset manager, or retirement plan provider environment.
Experience using Salesforce or similar CRM tools.
Internal or external retirement plan wholesaling experience.
FINRA Series 7, 66, or 63, and insurance licenses.

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 the Cetera branded 401(k) solution.
Manage the full sales cycle from discovery and proposal development through follow-up and close.
Provide consultative sales support to retirement-focused advisors to help drive employer-sponsored retirement plan opportunities.
Develop and foster advisor relationships through phone, web-based, and in-person meetings.
Support proposal generation and assist with preparation for point-of-sale client meetings.
Provide product and solution consulting related to employer-sponsored retirement plans, including defined contribution plan opportunities.
Support advisors with practice management, opportunity consulting, program adoption, and retirement plan business growth strategies.
Document sales activity, outbound calls, scheduled meetings, virtual study groups, webinars, and other campaigns to promote business growth and resource awareness.
Promote fiduciary programs and consult with advisors on benefits for plan sponsors.
Conduct tool and service demonstrations for existing and prospective advisors, as needed.
Collaborate with retirement plan specialists, platform teams, product sponsor field teams, and regional growth teams to support advisor needs and sales opportunities.
Stay current on retirement plan industry trends and share relevant insights with advisors and internal partners.