Retirement Plan Sales Consultant

The Retirement Plan Sales Consultant partners with retirement-focused advisors to provide consultative sales support and help drive growth of employer-sponsored retirement plan business. The role develops and maintains advisor relationships through phone, web-based, and in-person meetings, drawing on retirement plan product knowledge, industry insight, and internal resources. This position provides timely, accurate guidance related to plan opportunities, proposal support, program adoption, and advisor education. Success is measured by the quality of advisor support, effective collaboration with internal partners, disciplined sales activity, and contribution to new plan sales and business growth. Territory: AL, CT, DE, FL, GA, KY, MA, MD, ME, MS, NC, NH, NJ, NY, PA, PR, RI, SC, TN, VA, VT, WV - candidates must be located in one of these locations. Key Duties & Responsibilities Own and develop the Southeast and Northeast territories to achieve individual retirement plan sales and asset goals. Develop and execute a territory sales plan to build pipeline and increase adoption of our Cetera 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 to help drive employer-sponsored retirement plan opportunities. Develop and foster advisor relationships through phone, web-based, and in-person meetings. Support proposal generation and assist with prepar