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Retirement Plan Sales Consultant
Location
Colorado + 9 moreAll locations: Colorado, Kansas, Louisiana, Nebraska, New Mexico, North Dakota, Oklahoma, South Dakota, Texas, Wyoming
Posted
13 days ago
Salary
$75K / year
Bachelor Degree3 yrs expEnglishSalesforce
Job Description
• 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 20%)
Job Requirements
- Experience: 3-5 years with a focus in the retirement plan industry (401k, etc.)
- Minimum Education Required: Bachelor's Degree (Degree in Business, Economics, Marketing or Communications preferred)
- 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
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 plus 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.
