Retirement Plan Sales Consultant

. Own and develop Southeast and Northeast territories to achieve retirement plan sales and asset goals .

Posted 10/24/2026full-timeRemote • United StatesSeniorLead💰 $90,000 - $110,000 per yearWebsite

Key responsibilities & impact

Own and develop Southeast and Northeast territories to achieve retirement plan sales and asset goals
Develop and execute territory sales plans to build pipeline and increase adoption of Cetera’s branded 401(k) solution
Manage the full sales cycle from discovery and proposal development through follow-up and close
Provide consultative sales support to retirement-focused advisors for employer-sponsored retirement plan opportunities
Develop advisor relationships through phone, web-based, and in-person meetings
Support proposal generation and preparation for point-of-sale client meetings
Provide product and solution consulting for employer-sponsored and defined contribution retirement plans
Support advisor practice management, opportunity consulting, program adoption, and retirement plan growth strategies
Document sales activity, outbound calls, meetings, study groups, webinars, and campaigns
Promote fiduciary programs and consult advisors on plan sponsor benefits
Conduct tool and service demonstrations
Collaborate with retirement plan specialists, platform teams, product sponsor field teams, and regional growth teams
Stay current on retirement plan industry trends and share insights with advisors and internal partners

What you’ll need

Bachelor’s degree (B.A.) from a four-year college or university and/or five years or more related experience or training
7+ years of experience in the retirement plan industry, including defined contribution retirement plan sales, consulting, or advisor-facing retirement plan solutions
FINRA Series 65
Understanding of financial markets and retirement plan regulations
Excellent prospecting and closing skills
Sales planning, selling to customer needs, and market knowledge
Written communication, presentation, organizational, and attention-to-detail skills
Preferred experience in broker-dealer, recordkeeper, DCIO asset manager, or retirement plan provider environments
Experience using Salesforce or similar CRM tools preferred
Internal/external retirement plan wholesaling experience a plus
FINRA Series 7, 66, 63, and insurance licenses preferred
Equivalent combination of experience and education may substitute
Ability to use Microsoft Office and translate retirement plan concepts into clear advisor guidance
Candidates must be located in AL, CT, DE, FL, GA, KY, MA, MD, ME, MS, NC, NH, NJ, NY, PA, PR, RI, SC, TN, VA, VT, or WV

Comp & perks