Retirement Plan Sales Consultant

Cetera Retirement Plan Specialists Tpa Sales ConsultantAt Cetera Retirement Plan Specialists, Cetera's TPA, we aim to remove complexity from retirement plan design and administration by providing in-house expertise and guidance to the Cetera advisor community. Cetera TPA Sales Consultants strive to exceed expectations by forging meaningful connections with financial professionals and their clients, understanding their needs, and providing them with top-notch retirement strategies and solutions to enhance their business. As a member of our TPA sales team, you will make a difference and leave a lasting impact on the industry by developing and fostering relationships with our advisors through phone, web-based, and in-person meetings, drawing on extensive product knowledge, industry insights, and our retirement plan resources. You will be responsible for delivering high-quality retirement plan feasibility studies and sales support. This role is ideal for a retirement plan professional who thrives on building relationships, improving processes, and delivering exceptional reporting and service. This individual will join our Cetera Workplace & Retirement team. This individual will cover the Midwest region covering these states: KS, NE, NM, ND, OK, SD, TX, CO, WY, LA, AR. Candidates must be located in one of these states for proper coverage of this region. What You Will Do: Retirement Plan Design Consulting: Defined Contribution and Defined Benefit plan design consulting, proposal and feasibility study generation, assist with preparation for point-of-sale client meetings. 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 3(16) Fiduciary Plan Administrative services. 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. Productively work together and collaborate with internal partners such as Cetera's Retirement Plan Solution Consultant and Regional Growth Teams. Assist advisors with issue resolution Travel to conferences and advisor locations for site visits (up to 50%) What You Need To Have: Experience: 3-5 years with a focus in the retirement plan industry (401k, etc.) Education Preferred: Bachelor's Degree (Degree in Business, Economics, Marketing or Communications) Designations or qualifications preferred QKS, QKA or equivalent designation or willingness to attain within 18 months Understanding of retirement plan design, retirement products, and investments Software/System Skills: Microsoft Office (required), Salesforce.com (preferred) Ideal candidate would have experience in an advisor facing role within a TPA, broker-dealer, Recordkeeper, Etc. 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 Compensation: The base annual salary range for this role is $75,000 and a generous incentive compensation package. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.