Sales Consultant - Remote

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. 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.

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.
• 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.

Bachelor’s degree (B.A.) from a four-year college or university and/or five years or more related experience or training preferred.

7+ years of experience in the retirement plan industry, including experience supporting defined contribution retirement plan sales, consulting, or advisor-facing retirement plan solutions.

• Understanding of financial markets and retirement plan regulations.
• Must have excellent prospecting and closing skills, sales planning, selling to customer needs, and market knowledge.
• Travel Requirements:
  Between 25-50% Travel.
• 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.
• Retirement plan sales support; CRM documentation;
  Microsoft Office; ability to translate retirement plan concepts into clear advisor guidance.

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