Cnect

Senior Retirement Plan Solutions Consultant

Cnect

full-time

Posted on:

Location Type: Remote

Location: Remote • Alaska, Arizona, California, Hawaii, Idaho, Montana, Nevada, Oregon, Utah, Washington • 🇺🇸 United States

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Salary

💰 $94,000 - $110,000 per year

Job Level

Senior

Tech Stack

SFDC

About the role

  • 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 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.
  • Conduct demos of tools and services for both existing and prospective advisors
  • Productively work together and collaborate with internal partners such as Cetera’s in-house Third-Party Administrator and Regional Growth Teams.
  • Assist advisors with issue resolution
  • Travel to conferences and advisor locations for site visits (up to 50%)

Requirements

  • Bachelor's Degree (Degree in Business, Economics, Marketing or Communications preferred)
  • Experience: 7+ years with a focus in the retirement plan industry (401k, etc.)
  • Designations or qualifications preferred AIF, CRPS, C(k)P or other retirement industry specific designations
  • Software/System Skills: 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, 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+ 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.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
retirement plan consultingproposal generationclient segmentationbusiness efficienciespractice managementtechnical guidanceissue resolutionoutbound callsdemos of tools and servicessales campaign documentation
Soft skills
verbal communicationwritten communicationcustomer focuscollaborationproblem-solvingpositive attitudeteamworkadaptabilityinsight provisionservice orientation
Certifications
Bachelor's DegreeAIFCRPSC(k)P