Remote ERISA Retirement Services Sales Consultant
CPS, Inc.
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Benefits offered by this job
Job summary
CPS, Inc. Retirement Services is seeking a results-driven Remote Sales Consultant with deep ERISA expertise to drive revenue by selling our TPA services to Advisors, Attorneys, CPAs, and other intermediaries.
You will prospect within the territory, develop relationships, deliver tailored retirement plan consultations, and present proposals and quotes to convert leads into clients, while leveraging CRM tools to track opportunities.
Qualifications
- Demonstrated understanding of ERISA requirements for retirement plans.
- Strong consultative sales approach with ability to explain complex concepts.
- Experience selling TPA or retirement plan services is a plus.
Responsibilities
- Collaborate with existing leads and actively prospect for new opportunities within the defined territory.
- Develop and maintain relationships with Advisors, Attorneys, CPAs, and other intermediaries to drive sales growth.
- Conduct thorough consultations with potential clients to understand their retirement plan needs and demonstrate the value of our TPA services.
- Leverage your technical expertise in ERISA matters to provide consultative guidance and ensure client plans are compliant and optimized.
- Articulate complex retirement plan concepts in a clear and persuasive manner to both technical and non-technical audiences.
- Collaborate with the internal team to tailor solutions that meet client needs within the target market of $0 - $100M+ in assets.
- Prepare and deliver presentations, proposals, and quotes to potential clients.
- Utilize CRM tools to track and manage leads, opportunities, and sales activities.
- Provide regular reports and updates on sales performance, forecasts, and market trends.
Skills
Tools
Job description
CPS, Inc. Retirement Services is seeking a results-driven Remote Sales Consultant with deep ERISA expertise to drive revenue by selling our TPA services to Advisors, Attorneys, CPAs, and other intermediaries.
You will prospect within the territory, develop relationships, deliver tailored retirement plan consultations, and present proposals and quotes to convert leads into clients, while leveraging CRM tools to track opportunities.
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