Hiring: Retirement Plan Sales Support Consultant Company: Cetera Financial Group Location: Dallas, TX Job Posted Time: 2026-09-10 13:20:19 Employment Type: Full-time Target Skills & Keywords : Microsoft Office, Salesforce, Wealth Management About the job Experience: •3+ years of experience in sales support, financial services, retirement plans, or related fields. Required Skills: •Maintain opportunities, activities, and reporting within Salesforce. •Support pipeline management, proposal coordination, and sales reporting. •Research retirement plan prospects and sales opportunities. •Schedule advisor, prospect, client, and internal meetings. •Serve as a liaison between Sales, Operations, Implementation, and advisor-facing teams. •Support onboarding and implementation activities for newly sold retirement plans. •Respond to advisor inquiries and assist with issue resolution. •Support sales campaigns, marketing initiatives, and special projects. Qualifications: •Bachelor's Degree preferred or equivalent experience. Compensation: •$63,000 - $88,000 / year •Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!