Senior Retirement Plan Solutions Consultant
About The Position
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 West region covering these states: AK, AZ, CA, HI, ID, MT, NV, WA, OR, UT. Candidates must be located in one of these states for proper coverage of this region.
Requirements
- Bachelor's Degree (Degree in Business, Economics, Marketing or Communications preferred)
- Experience: 7+ years with a focus in the retirement plan industry (401k, etc.)
- 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.
- 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.
Nice To Haves
- Designations or qualifications preferred AIF, CRPS, C(k)P or other retirement industry specific designations
Responsibilities
- 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
- Travel to conferences and advisor locations for site visits (up to 50%)
Benefits
- 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 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
