Retirement Plan Sales Consultant

🕒 3 days ago

🏈 Alabama, Connecticut, +17 more states – Remote

🏈 Alabama – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🐎 Kentucky – Remote 🦞 Maine – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🎸 Mississippi – Remote 🔔 Pennsylvania – Remote ⚓ Rhode Island – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote 🍁 Vermont – Remote ⚔️ Virginia – Remote ⛰️ West Virginia – Remote

💵 $90k - $110k / year

⏰ Full Time

🟠 Senior

🔴 Lead

🧑‍💼 Account Executive

👻 Ghost score 21%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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CETERA

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2021

💸 Finance

🤝 B2B

☁️ SaaS

Finance • B2B • SaaS

CETERA is a wealth-management and financial services platform that provides broker-dealer, advisory, technology and practice-management solutions to independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. The company emphasizes B2B partnership models—white-glove onboarding, proprietary client-facing platforms, marketing and growth programs, and operational support—designed to help advisors transition assets, scale their businesses, and enhance client engagement. Cetera positions itself as a growth-focused partner and a technology-enabled “wealth hub” rather than a consumer-facing retail firm.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• Competitive incentive compensation package • Remote work arrangement • 25–50% travel opportunity