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Cetera Financial Group · 2 weeks 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 network of independent retail broker-dealers empowering the delivery of objective financial advice. The Senior Retirement Plan Solutions Consultant will partner with retirement-focused advisors to provide consulting support and drive sales of employer-sponsored plans, fostering relationships and delivering actionable guidance.

AdviceFinancial ServicesRetailRetirementWealth Management

Hiring Manager

Hailey Bernier

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 industry experienceAIFCRPSC(k)P designationsSalesforce.comFi360 ToolkitMicrosoft OfficeCommunication skillsCustomer focused attitudeProblem-solving skillsTeam collaboration

Required

Bachelor's Degree

7+ years with a focus in the retirement plan industry (401k, etc.)

Microsoft Office (required)

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

Preferred

Degree in Business, Economics, Marketing or Communications

Designations or qualifications preferred AIF, CRPS, C(k)P or other retirement industry specific designations

Salesforce.com (preferred)

Fi360 Toolkit (preferred)

Benefits

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.

Easy access to mental health benefits to meet our team members and their families where they are.

20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.

401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.

Paid parental leave to support all team members with birth, adoption, and foster.

Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.

Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.