oracle
Retirement Plan Sales Consultant
Cetera Financial Group
Remote, USA
Full-time
Senior · 7+ years experience
Remote
Discovered 2 days ago
ProspectingCommunicationSalesforce
Key Skills for This Role
ProspectingCommunicationSalesforce
Full Job Posting
Key Duties & 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 our 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 internal partners, including 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.
- Experience & Qualifications
- Required Education:
- Bachelor’s degree (B.A.) from a four-year college or university and/or five years or more related experience or training preferred
Required Experience:
- 7+ 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.
- Must have excellent prospecting and closing skills, sales planning, selling to customer needs, and market knowledge.
- Demonstrated written communication skills and strong presentation and organizational skills, and attention to detail.
- Travel Requirements: Between 25-50% Travel
- Preferred Experience:
- Broker-dealer, recordkeeper, DCIO asset manager, or retirement plan provider environments
- Experience using Salesforce or similar CRM tools preferred.
- Internal/External retirement plan wholesaling experience a plus.
- FINRA Series 7, 66, 63, & Insurance Licenses
- OR equivalent combination of experience and education in lieu of above.
- Job Specific Skills: Retirement plan sales support; advisor consulting; proposal development; product and solution consulting; client segmentation and practice management support; CRM documentation; Microsoft Office; ability to translate retirement plan concepts into clear advisor guidance.
- Compensation:
- The salary range for this role is $90,000-$110,000, plus competitive incentive compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and location. Compensation ranges may differ significantly due to geography and cost of labor considerations.
- #LI-REMOTE
Preferred Qualifications
- Experience using Salesforce or similar CRM tools preferred.
- Internal/External retirement plan wholesaling experience a plus.
About Cetera Financial Group
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