As the Midwest/Southeast Retirement Plan Consultant, you will partner with our retirement focused advisors to provide consulting support and drive sales of employer sponsored plans. You will accomplish this by developing and fostering relationships with our advisors through phone and web-based meetings drawing on extensive product knowledge, industry insights, and our retirement plan resources. The consultant will be expected to provide timely, accurate and actionable guidance to advisors and their teams around practice management, opportunity consulting, program adoption, and drive new plan sales in the region. This individual will join our Cetera Retirement Plan Solutions team. This is a remote opportunity covering advisors in AR, IL, IN, KY, LA, MI, OH, TN, GA, AL, MS, NC, SC, WV and FL. Preference will be given to a candidate that resides in the territory.

What you will do:

• 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 plans 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 other home office departments.
• Assist advisors with issue resolution.

What you need to have:

• Bachelor's Degree
• 7+ years with a focus in the retirement plan industry (401k, etc.)
• Licenses required: Series 6/7/63/65/66
• Designations or qualifications preferred AIF, CRPS, C(k)P or other retirement industry specific designations.
• Microsoft Office (required), Salesforce.com (preferred), Fi360 Toolkit (preferred)
• Ideal candidate would have experience in an advisor facing role within a broker-dealer, DCIO asset manager, Recordkeeper.
• Be able to travel to conferences and advisor locations for site visits (up to 15%)
• Excellent verbal and written communication skills
• Positive, customer focused attitude and demeanor with a desire to provide outstanding service.
• Work well in groups and have good problem-solving skills.
• Cetera Retirement Plan Solutions is a fast-growing dynamic division. Individuals will need to be able to multi-task and adjust quickly to the changing environment.

Our top performers share the following traits:

• Professional decorum
• Drive enterprise value

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