Retirement Plan Sales Consultant
At a glance
Mid-level Account Executive role at Candidate Experience site (CX). Remote, United States · full-time · $90,000–$110,000 base.
growthroles summary, based on the employer's posting.
What you'll do
- Build a territory plan and pipeline for Cetera-branded 401(k) sales, working toward individual sales and asset goals
- Run opportunities from discovery through proposals, follow-up and close, while supporting advisors on employer retirement plans
- Meet advisors by phone, online and in person to address plan opportunities, fiduciary programs and practice growth
- Prepare proposals and client meetings, demonstrate tools and services, and record sales activity and outreach
- Coordinate with retirement specialists, platform and product teams, and regional growth partners on advisor needs
What you bring
- At least seven years in retirement plans, including work supporting defined-contribution sales, consulting or advisor-facing solutions
- A FINRA Series 65 license and understanding of financial markets and retirement plan rules
- You can prospect, plan sales activity and close by addressing customer needs, with strong writing and presentation skills
Who this fits
This mid-level sales role suits someone experienced in advisor-facing retirement plan sales support who can own a territory and manage a full sales cycle. You must live in Alabama, Connecticut or another listed territory location. Expect travel of roughly twenty-five to fifty percent.
From the employer
The Retirement Plan Sales Consultant partners with retirement-focused advisors to provide consultative sales support and help drive growth of employer-sponsored retirement plan business. The role develops and maintains advisor relationships through phone, web-based, and in-person meetings, drawing on retirement plan product knowledge, industry insight, and internal resources. This position provides timely, accurate guidance related to plan opportunities, proposal support, program adoption, and advisor education. Success is measured by the quality of advisor support, effective collaboration with internal partners, disciplined sales activity, and contribution to new plan sales and business growth. Territory: AL, CT, DE, FL, GA, KY, MA, MD, ME, MS, NC, NH, NJ, NY, PA, PR, RI, SC, TN, VA, VT, WV - candidates must be located in one of these locations.
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.
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