Note: The job is a remote job and is open to candidates in USA. Cetera Financial Group provides retirement plan and financial advisory solutions through its advisor network. The Retirement Plan Sales Consultant will develop advisor relationships, deliver retirement plan design consulting and feasibility studies, support sales growth, and promote fiduciary administrative services across an assigned territory.
Responsibilities
- 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%)
Skills
- Candidates must be located in one of these states for proper coverage of this region
- • 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.)
- • Software/System Skills: Microsoft Office (required)
- • Excellent verbal and written communication skills are required
- • Experience in TPA sales is a plus
- • 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: Salesforce.com (preferred)
- • Ideal candidate would have experience in an advisor facing role within a TPA
Benefits
- Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits for team members and their families.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days.
- 401(k) savings plan with a generous company contribution (up to 5%).
- Access to a financial professional to help employees plan for a strong financial future.
- Paid parental leave for birth, adoption, and fostering.
- Health Savings and Flexible Spending Account options for healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP).
- LifeLock identity theft protection.
- Pet insurance.
- Paid caregiver leave when caring for an ill or recovering family member.
- Other voluntary benefits to provide extra peace of mind.
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