{"id":3204212,"url":"https://alion.io/job/cetera-retirement-plan-sales-consultant","title":"Retirement Plan Sales Consultant","company":{"id":2691649,"name":"Cetera","domain":"cetera.com","url":"https://alion.io/company/cetera-com","size_band":null,"is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":null,"truth_index":null},"role":"Sales","role_family":"Sales","seniority":null,"employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"inferred_payroll_markers","remote_working_hours":null,"hiring_geo_confidence":"inferred","locations":[],"countries":[],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":90000,"max":110000,"currency":"USD","period":"year","gross":null,"usd_annual":110000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true},{"name":"Salesforce","optional":true}],"status":"live","first_seen_at":"2026-10-24T10:32:49Z","employer_posted_date":null,"last_verified_at":"2026-10-24T10:32:49Z","board_verified":false,"closed_at":null,"days_open":1,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":1},"description":"The Retirement Plan Sales Consultant partners with retirement-focused advisors to provide consultative sales support and help drive growth of employer-sponsored retirement plan business. The role develops and maintains advisor relationships through phone, web-based, and in-person meetings, drawing on retirement plan product knowledge, industry insight, and internal resources. This position provides timely, accurate guidance related to plan opportunities, proposal support, program adoption, and advisor education. Success is measured by the quality of advisor support, effective collaboration with internal partners, disciplined sales activity, and contribution to new plan sales and business growth. Territory: AL, CT, DE, FL, GA, KY, MA, MD, ME, MS, NC, NH, NJ, NY, PA, PR, RI, SC, TN, VA, VT, WV - candidates must be located in one of these locations.\nKey Duties & Responsibilities\nOwn and develop the Southeast and Northeast territories to achieve individual retirement plan sales and asset goals.\n\nDevelop and execute a territory sales plan to build pipeline and increase adoption of our Cetera branded 401(k) solution.\n\nManage the full sales cycle from discovery and proposal development through follow-up and close.\n\nProvide consultative sales support to retirement-focused advisors to help drive employer-sponsored retirement plan opportunities. \n\nDevelop and foster advisor relationships through phone, web-based, and in-person meetings. \n\nSupport proposal generation and assist with preparation for point-of-sale client meetings. \n\nProvide product and solution consulting related to employer-sponsored retirement plans, including defined contribution plan opportunities. \n\nSupport advisors with practice management, opportunity consulting, program adoption, and retirement plan business growth strategies. \n\nDocument sales activity, outbound calls, scheduled meetings, virtual study groups, webinars, and other campaigns to promote business growth and resource awareness. \n\nPromote fiduciary programs and consult with advisors on benefits for plan sponsors. \n\nConduct tool and service demonstrations for existing and prospective advisors, as needed. \n\nCollaborate with internal partners, including retirement plan specialists, platform teams, product sponsor field teams, and regional growth teams, to support advisor needs and sales opportunities. \n\nStay current on retirement plan industry trends and share relevant insights with advisors and internal partners. \n\nExperience & QualificationsRequired Education:Bachelor’s degree (B.A.) from a four-year college or university and/or five years or more related experience or training preferred \nRequired Experience:\n7+ years of experience in the retirement plan industry, including experience supporting defined contribution retirement plan sales, consulting, or advisor-facing retirement plan solutions.\n\nFINRA Series 65. \n\nUnderstanding of financial markets and retirement plan regulations. \n\nMust have excellent prospecting and closing skills, sales planning, selling to customer needs, and market knowledge. \n\nDemonstrated written communication skills and strong presentation and organizational skills, and attention to detail. \n\nTravel Requirements: Between 25-50% Travel \nPreferred Experience: \n\nBroker-dealer, recordkeeper, DCIO asset manager, or retirement plan provider environments\n\nExperience using Salesforce or similar CRM tools preferred. \n\nInternal/External retirement plan wholesaling experience a plus. \n\nFINRA Series 7, 66, 63, & Insurance Licenses \n\nOR equivalent combination of experience and education in lieu of above.\nJob Specific Skills: Retirement plan sales support; advisor consulting; proposal development; product and solution consulting; client segmentation and practice management support; CRM documentation; Microsoft Office; ability to translate retirement plan concepts into clear advisor guidance. \nCompensation: The salary range for this role is $90,000-$110,000, plus competitive incentive compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and location. Compensation ranges may differ significantly due to geography and cost of labor considerations. \nOriginally posted on Himalayas","description_format":"text","description_chars":4325,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Insurance Brokers & Agencies"],"lifecycle":[{"event":"open","at":"2026-10-24T11:28:30Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":27,"reasons":["seen:0","win:early"],"computed_at":"2026-10-25T05:49:26Z"},"pay":{"stated_usd_annual":110000,"is_top_pay":false},"html_url":"https://alion.io/job/cetera-retirement-plan-sales-consultant","json_url":"https://alion.io/job/cetera-retirement-plan-sales-consultant.json","meta":{"generated_at":"2026-10-25T18:50:45Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":26750,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-26T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2691649},"rest":"https://alion.io/mcp/rest/get_company?id=2691649"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fcetera-retirement-plan-sales-consultant"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fcetera-retirement-plan-sales-consultant"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fcetera-retirement-plan-sales-consultant"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/cetera-retirement-plan-sales-consultant\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fcetera-retirement-plan-sales-consultant"}]}