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Cetera Financial Group · 1 month ago

Senior Retirement Plan Solutions Consultant

United States

Full-time

Remote

Mid, Senior Level

$94K/yr - $110K/yr

7+ years exp

Cetera Financial Group is a leading financial services firm, and they are seeking a Senior Retirement Plan Solutions Consultant. This role involves partnering with retirement-focused advisors to provide consulting support, drive sales of employer-sponsored plans, and foster relationships through various engagement methods.

AdviceFinancial ServicesRetailRetirementWealth Management

Responsibilities

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

Travel to conferences and advisor locations for site visits (up to 50%)

Qualification

Retirement plan consultingSales supportAdvisor trainingMicrosoft OfficeSalesforce.comRetirement industry designationsCommunicationCustomer focused attitudeProblem-solving skills