Retirement Plan Sales Consultant
At a glance
Mid-level Account Executive role at Candidate Experience site (CX). Remote, OR, United States · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Build and maintain advisor relationships across the Northeast through consultative retirement plan sales support
- Prepare, explain, and present defined contribution and defined benefit proposals and feasibility studies
- Keep a territory pipeline active while pursuing annual revenue targets and recording outbound campaign activity
- Promote 3(16) fiduciary administration services and help advisors resolve plan-related issues
- Represent the team at conferences and advisor visits, including panels, presentations, and other speaking engagements
What you bring
- At least one year of retirement industry experience, including work with 401(k) plans or related products
- Practical knowledge of Cash Balance, defined contribution, and defined benefit plan design
- Strong presentation, negotiation, written, and verbal communication abilities for advisor and client conversations
- A bachelor's degree in business, economics, marketing, communications, or a comparable field
- Microsoft Office proficiency, plus QKS, QKA, or an equivalent designation, or willingness to earn one within eighteen months
Who this fits
This role suits a relationship-focused sales professional who can work independently while coordinating with other departments. You must live in New York, Connecticut, Massachusetts, Rhode Island, Vermont, New Hampshire, or Maine to cover the Northeast territory. Expect travel for conferences and advisor site visits, up to twenty percent, along with occasional public speaking and panel leadership.
From the employer
At Cetera Retirement Plan Specialists, Cetera’s TPA, we aim to remove complexity from retirement plan design and administration by providing in-house expertise and guidance to the Cetera advisor community. Cetera TPA Sales Consultants strive to exceed expectations by forging meaningful connections with financial professionals and their clients, understanding their needs, and providing them with top-notch retirement plan design strategies and solutions to enhance their business.
As a member of our TPA sales team, you will make a difference and leave a lasting impact on the industry by developing and fostering relationships with our advisors through phone, web-based, and in-person meetings, drawing on extensive retirement plan design and product knowledge, industry insights, and our retirement plan resources. You will be responsible for delivering high-quality retirement plan design feasibility studies and sales support. This role is ideal for a TPA plan design expert who thrives on building relationships, improving processes, and delivering exceptional service. This individual will join our Cetera Workplace & Retirement team.
This individual will cover the Northeast region covering these states: NY, CT, MA, RI, VT, NH, ME.
Candidates must be located in one of these states for proper coverage of this region.
What you will do:
• Develop and execute a disciplined sales strategy within your territory to build and retain advisor relationships by providing consultative retirement plan design sales support.
• Retirement Plan Design Preparation and Consulting: Defined Contribution and Defined Benefit plan design consulting, proposal and feasibility study generation and presentation.
• Responsible for meeting or exceeding annual revenue goals.
• Be the external face of CRPS in your territory to nurture partnerships with financial advisors.
• Ability to establish and maintain a steady sales pipeline in your assigned territory.
• An in-depth, comprehensive understanding of the retirement plan space with relationships and plan design knowledge in the assigned territory
• Team player mentality and ability to interface with other departments to drive our common goals
• Polished sales skills for presenting to financial advisors and clients
• Represent the team at national meetings or conferences, including public speaking, running panel discussions or other opportunities.
• 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 3(16) Fiduciary Plan Administrative services. Promote use in advisor discussions and consult with advisors on benefits for plan sponsors.
• Assist advisors with issue resolution
• Travel to conferences and advisor locations for site visits (up to 20%)
What you need to have:
• Experience in TPA sales is a plus
• Working knowledge of retirement plan design: Cash Balance, DC, DB plans
• Excellent communication, presentation, and negotiation skills
• Ability to work independently and as part of a collaborative team
• Results driven with a track record of reaching established sales targets
• Experience: 1-3 years with a focus in the retirement plan industry (401k, etc.)
• Education Preferred: Bachelor's Degree (Degree in Business, Economics, Marketing or Communications)
• Designations or qualifications preferred QKS, QKA or equivalent designation or willingness to attain within 18 months
• Software/System Skills: Microsoft Office (required), Salesforce.com (preferred)
• Ideal candidate would have experience in an advisor facing role within a TPA
• Excellent verbal and written communication skills are required.
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