Retirement Plan Solutions Consultant

As a Cetera Qualified Retirement Plan Sales Consultant, you will partner with our retirement focused advisors to provide consulting support and drive sales of employer sponsored plans. You will accomplish this by developing and fostering relationships with our advisors through phone and web-based meetings, in person meetings and road shows, drawing on extensive product knowledge, industry insights, and our retirement plan resources. The consultant will be expected to provide timely, accurate and actionable guidance to advisors and their teams around practice management, opportunity consulting, program adoption, and drive new plan sales in the region. This individual will join our Cetera Workplace & Retirement team. This individual will cover the Mid-Atlantic region covering these states: DC, DE, MD, NJ, PA, VA, WV.

Candidates must be located in one of these states for proper coverage of this region. 

What You Will Do: 

• 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

What You Need to Have:  

• Experience: 7+ 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)
• Designations or qualifications preferred AIF, CRPS, C(k)P or other retirement industry specific designations
• Software/System Skills: Microsoft Office (required), 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.
• Travel to conferences and advisor locations for site visits (up to 50%)
• 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.

Compensation: 

The base salary range for this role is $76,000-$100,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

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