COI-Focused 401(k) Plan Sales Consultant

CPS Inc.; Philadelphia (Philadelphia County); On-site; USD 90,000 - 140,000; Full time

Job summary

CPS Inc. is seeking a TPA 401(k) Sales Consultant to grow retirement plan sales by building trusted relationships with advisors, attorneys, and CPAs. The role blends relationship-driven selling with deep plan design and ERISA knowledge.

You will develop COI networks, generate new business, and articulate complex plan designs to clients and professionals, while coordinating with recordkeepers on plan setup and administration.

Qualifications

• 5+ years of retirement plan/TPA sales experience.
• Proven success developing COI relationships and generating new business.
• Strong knowledge of ERISA, plan design, and compliance.
• Ability to confidently discuss complex plan designs with clients and professionals.
• Strong communication, relationship-building, and business development skills.

Responsibilities

• Develop and strengthen relationships with advisors, attorneys, and CPAs.
• Generate startup and takeover business through COI relationships.
• Identify opportunities to cross-sell additional services and plan enhancements.
• Serve as a resource on plan design, compliance, and ERISA.
• Explain and position cross-tested, profit-sharing, and cash balance plans.
• Work with daily recordkeepers and understand plan setup and administration.

Skills

Relationship building

COI networks

Plan design knowledge

ERISA knowledge

Sales experience

Communication skills

Job description

CPS Inc. is seeking a TPA 401(k) Sales Consultant to grow retirement plan sales by building trusted relationships with advisors, attorneys, and CPAs. The role blends relationship-driven selling with deep plan design and ERISA knowledge.

You will develop COI networks, generate new business, and articulate complex plan designs to clients and professionals, while coordinating with recordkeepers on plan setup and administration.