Note: The job is a remote job and is open to candidates in USA. Cetera Financial Group is a network of independent financial services firms that supports financial advisors, individuals, families, and company retirement plans. The Retirement Plan Solutions Consultant provides consulting and sales support to retirement-focused advisors, including proposal development, practice management guidance, fiduciary program promotion, advisor training, product demonstrations, and issue resolution across the Mid-Atlantic region.
Responsibilities
- Sales Support and Consulting: product and solution consulting, proposal generation, assist with preparation for point-of-sale client meetings, leverage and work with product sponsor’s field teams to support new sales, enrollment, ongoing education, etc
- Retirement Plan Business Consulting: support for advisors' efforts to refine their service models, assistance with and advice on client segmentation and business efficiencies, practice manage tool optimization strategies, act as intermediary to respond to advisors' requests for new products and selling agreements, provide technical guidance or source referrals to advisors
- 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 ERISA Advice and Consulting Program and 3(38) Solution. Promote use in advisor discussions and consult with advisors on benefits for plan sponsors
- Advisor Training and Education: Actively participate in industry conferences and seminars to remain current with retirement plan industry trends and provide insights to advisors
- Conduct demos of tools and services for both existing and prospective advisors
- Productively work together and collaborate with internal partners such as Cetera’s in-house Third-Party Administrator and Regional Growth Teams
- Assist advisors with issue resolution
Skills
- 7+ years with a focus in the retirement plan industry (401k, etc.)
- Bachelor's Degree (Degree in Business, Economics, Marketing or Communications preferred)
- Excellent verbal and written communication skills are required
- Positive, customer focused attitude and demeanor with a desire to provide outstanding service
- Work well in groups and have good problem-solving skills
- Microsoft Office (required)
- Designations or qualifications preferred AIF, CRPS, C(k)P or other retirement industry specific designations
- Salesforce.com (preferred)
- Fi360 Toolkit (preferred)
- Ideal candidate would have experience in an advisor facing role within a broker-dealer, DCIO asset manager, Recordkeeper, Etc
Benefits
- Competitive performance-based bonus
- For full-time roles, inclusive health, dental, vision, and life insurance plans
- Mental health benefits for employees 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
- Paid parental leave for birth, adoption, and fostering
- Health Savings and Flexible Spending Account options
- 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
- Hybrid workplace
Company Overview