Retirement Plan Sales Consultant

This is a fully remote position, open to applicants in Alabama, +18 more states.

📋 Description

• Take ownership of and cultivate the Southeast and Northeast regions to meet retirement plan sales and asset objectives.

• Create and implement territory sales strategies aimed at building a robust pipeline and enhancing the uptake of Cetera’s branded 401(k) solution.

• Oversee the complete sales process from initial discovery and proposal development to follow-up and closing.

• Offer consultative sales assistance to advisors focused on retirement for employer-sponsored retirement plan opportunities.

• Establish and maintain relationships with advisors through phone calls, web-based meetings, and in-person interactions.

• Assist in the generation and preparation of proposals for client meetings at the point of sale.

• Provide consulting on products and solutions for employer-sponsored and defined contribution retirement plans.

• Aid advisors with practice management, opportunity consulting, program adoption, and strategies for retirement plan growth.

• Record sales activities, including outbound calls, meetings, study groups, webinars, and marketing campaigns.

• Advocate for fiduciary programs and provide consultation to advisors regarding plan sponsor benefits.

• Conduct demonstrations of tools and services.

• Collaborate with retirement plan specialists, platform teams, product sponsor field teams, and regional growth teams.

• Keep abreast of trends in the retirement plan industry and share insights with advisors and internal stakeholders.

⛳️ Requirements

• A Bachelor’s degree (B.A.) from an accredited four-year college or university, along with five or more years of relevant experience or training.

• Over 7 years of experience in the retirement plan sector, encompassing defined contribution retirement plan sales, consulting, or direct advisor-facing retirement plan solutions.

• Possession of FINRA Series 65.

• Solid understanding of financial markets and retirement plan regulations.

• Exceptional skills in prospecting and closing sales.

• Proficiency in sales planning, addressing customer needs, and market awareness.

• Strong written communication, presentation, organizational abilities, and meticulous attention to detail.

• Preferred experience in broker-dealer, recordkeeper, DCIO asset manager, or retirement plan provider settings.

• Familiarity with Salesforce or similar CRM tools is preferred.

• Experience in internal/external retirement plan wholesaling is an advantage.

• Preferred possession of FINRA Series 7, 66, 63, and insurance licenses.

• An equivalent combination of experience and education may be considered.

• Proficient in Microsoft Office and capable of translating retirement plan concepts into clear guidance for advisors.

• Candidates must reside in AL, CT, DE, FL, GA, KY, MA, MD, ME, MS, NC, NH, NJ, NY, PA, PR, RI, SC, TN, VA, VT, or WV.

🏝️ Benefits

• A competitive incentive compensation package.

• Flexibility of a remote work arrangement.

• Opportunities for travel ranging from 25% to 50%.