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.
About Us
What we give you in return:
Not many teams can say that they support people’s dreams coming to life. We
happen to do that every day. And as important as we know your career is, we
recognize that there’s a whole lot more to life. To ensure that our employees
can make the most of their time outside of working hours, we offer a competitive
salary and for full-time roles, a benefits package including:
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 to meet our team members and their
families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to
give our employees the time they need to stay close with their loved ones,
recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and
access to a financial professional to offer our employees the opportunity to
plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and
fostering.
Health Savings and Flexible Spending Account options to help you save money
on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or
recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity
theft protection (LifeLock), pet insurance, and other voluntary benefits to
provide extra peace of mind
About Cetera
Cetera Financial Group [https://cetera.com/]® (Cetera) is a leading network of
independent retail broker-dealers and registered investment advisers empowering
the delivery of objective financial advice to individuals, families, and company
retirement plans across the country through trusted financial advisors and
financial institutions. Cetera is one of the largest independent financial
advisor networks in the nation and a leading provider of retail services to the
investment programs of banks and credit unions.
Advisor support resources offered through Cetera include award-winning wealth
management and advisory platforms, comprehensive broker-dealer and registered
investment adviser services, practice management support, and innovative
technology.
Cetera Financial Group (Cetera) is a network of independent retail firms,
including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera
Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera
Investment Services LLC (marketed as Cetera Financial Institutions or Cetera
Investors); and Cetera Financial Specialists LLC. Entities registered as
investment advisers with the Securities and Exchange Commission include Cetera
Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal
office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax
Planning Partners, Inc. is an SEC registered investment adviser within the
Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the
referenced entities are under common ownership.
Cetera Financial Group is committed to providing an equal employment opportunity
for all applicants and employees. For us, this is the only acceptable way to do
business. Accordingly, all employment decisions at Cetera Financial Group,
including those relating to hiring, promotion, transfers, benefits,
compensation, and placement, will be made without regard to race, color,
ancestry, national origin, citizenship, age, physical and/or mental disability,
medical condition, pregnancy, genetic characteristics, religion, religious dress
and/or grooming, gender, gender identity, gender expression, sexual orientation,
marital status, U.S. military status, political affiliation, or any other class
protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by
Cetera’s Talent Acquisition team. We will reach out to our preferred agency
partners in the rare instance we require additional talent options. Your respect
for this process is appreciated.
Please review our Workforce Privacy Policy
[https://www.cetera.com/uploads/07/12/workforce_privacy_policy.pdf] for further
details on what information we collect and the purposes for collection.