Retirement Plan Sales Consultant
CeteraUnited States
Posted February 24, 2026
75000 - 75000 USD
Full Time
About the Company
Cetera Financial Group is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions.
Job Description
Job Description At Cetera Retirement Plan Specialists, we aim to remove complexity from retirement plan design and administration by providing in-house expertise and guidance to the Cetera advisor community. The Retirement Plan Sales Consultant 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. The individual will cover the Midwest region and will be responsible for delivering high-quality retirement plan feasibility studies and sales support.
Requirements
- Retirement Plan Design Consulting
- Proactive Sales Campaigns
- Fiduciary Programs
- Advisor Training and Education
- Productively work together and collaborate with internal partners
- Assist advisors with issue resolution
- Travel to conferences and advisor locations for site visits
Benefits
- Inclusive health, dental, vision and life insurance plans
- Easy access to mental health benefits
- 20 plus days of paid time off
- 401(k) Savings plan with a generous company contribution
- Paid parental leave
- Health Savings and Flexible Spending Account options
- Employee Assistance Program
- LifeLock
- Pet Insurance
