Retirement Plan Sales Consultant

Cetera

13h • $75,000 • Remote

About The Position

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 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 product knowledge, industry insights, and our retirement plan resources. You will be responsible for delivering high-quality retirement plan feasibility studies and sales support. This role is ideal for a retirement plan professional who thrives on building relationships, improving processes, and delivering exceptional reporting and service. This individual will join our Cetera Workplace & Retirement team.
This individual will cover the Midwest region covering these states: KS, NE, NM, ND, OK, SD, TX, CO, WY, LA, AR.
Candidates must be located in one of these states for proper coverage of this region.

Requirements

• Experience: 3-5 years with a focus in the retirement plan industry (401k, etc.)
• Minimum Education Required: Bachelor's Degree (Degree in Business, Economics, Marketing or Communications preferred)
• Understanding of retirement plan design, retirement products, and investments
• Software/System Skills: Microsoft Office (required), Salesforce.com (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

Nice To Haves

• Designations or qualifications preferred QKS, QKA or equivalent designation or willingness to attain within 18 months
• Ideal candidate would have experience in an advisor facing role within a TPA, broker-dealer, Recordkeeper, Etc.

Responsibilities

• Retirement Plan Design Consulting: Defined Contribution and Defined Benefit plan design consulting, proposal and feasibility study generation, assist with preparation for point-of-sale client meetings.
• 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.
• Advisor Training and Education: Actively participate in industry conferences and seminars to remain current with retirement plan industry trends and provide insights to advisors.
• Productively work together and collaborate with internal partners such as Cetera’s Retirement Plan Solution Consultant and Regional Growth Teams.
• Assist advisors with issue resolution
• Travel to conferences and advisor locations for site visits (up to 20%)

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 to meet our team members and their families where they are.
• 20 plus 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 foster.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level