Remote ERISA Retirement Services Consultant

CPS Inc.; Greensboro (NC); On-site; USD 80,000 - 130,000; Full time

Benefits offered by this job

Comprehensive benefits package

Remote work flexibility

Opportunities for professional growth

Job summary

CPS Inc. is seeking a Remote Retirement Services Sales Consultant to leverage expertise in ERISA matters for driving sales growth. This role involves collaborating with Advisors, Attorneys, and CPAs and developing strong relationships to optimize retirement plan offerings.

The successful candidate will thrive in a remote environment, benefiting from a comprehensive package that includes health and retirement plans, along with professional growth opportunities.

Qualifications

• Results-driven sales professional with a strong grasp of ERISA matters.
• Solid understanding of retirement plan structures and compliance.
• Experience in collaborating with Advisors, Attorneys, and CPAs.

Responsibilities

• Collaborate with existing leads and actively prospect for new opportunities.
• Develop and maintain relationships with key intermediaries.
• Conduct consultations with potential clients to understand their needs.
• Provide consultative guidance to ensure client plans are compliant.

Skills

Sales expertise

Technical understanding of ERISA

Consultation skills

Relationship building

Tools

CRM tools

Job description

CPS Inc. is seeking a Remote Retirement Services Sales Consultant to leverage expertise in ERISA matters for driving sales growth. This role involves collaborating with Advisors, Attorneys, and CPAs and developing strong relationships to optimize retirement plan offerings.

The successful candidate will thrive in a remote environment, benefiting from a comprehensive package that includes health and retirement plans, along with professional growth opportunities.