Retirement Plan Sales Consultant

7 days ago


Phoenix, Arizona, United States Cetera Financial Group Full time
Retirement Plan Sales Consultant

Cetera Financial Group is seeking an experienced Retirement Plan Sales Consultant to join our team. As a key member of our sales team, you will be responsible for building and maintaining relationships with financial advisors and partners in your territory.

Key Responsibilities:

  • Develop and execute sales strategies to meet or exceed sales targets
  • Provide expert-level knowledge of retirement plan design, products, and investments to financial advisors and their clients
  • Build and present feasibility studies and sales proposals to financial advisors and their clients

Requirements:

  • Expert-level knowledge of the retirement plan industry
  • Understanding of retirement plan design, retirement products, and investments
  • QPFC, QKA or equivalent designation or willingness to attain within 18 months
  • 3 or more years in retirement plan sales
  • Experience in an open-architecture environment a plus
  • Experience working with fee-based RIAs and expert retirement plan advisors a plus
  • Proven record of meeting sales goals

Compensation:

The base annual salary range for this role is $70,000 to $75,000, plus a competitive incentive compensation. 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.

What We Offer:

Cetera Financial Group offers a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.



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