Remote ERISA Retirement Services Consultant

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

Benefits offered by this job

Remote work flexibility

Comprehensive benefits

Professional growth opportunities

Job summary

CPS, Inc. is seeking a Retirement Services Sales Consultant to drive revenue growth through selling our TPA services to retirement plan sponsors. This remote role leverages your ERISA expertise to consult with Advisors, Attorneys, CPAs, and other stakeholders.

You will manage existing leads, prospect new opportunities across a national territory, deliver compelling presentations, and tailor solutions for plans ranging from $0 to $100M+ in assets. Remote work flexibility is provided.

Qualifications

• Solid understanding of ERISA matters and retirement plan structures.
• Experience selling TPA or retirement services is preferred.
• Ability to communicate complex retirement concepts clearly to advisors and clients.

Responsibilities

• Collaborate with existing leads and actively prospect for new opportunities within the defined territory.
• Develop and maintain strong 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 the unique needs of clients within the target market of $0 - $100M+ in assets.
• Prepare and deliver compelling 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

ERISA knowledge

Retirement plan expertise

Sales prospecting

CRM proficiency

Tools

CRM software

Job description

CPS, Inc. is seeking a Retirement Services Sales Consultant to drive revenue growth through selling our TPA services to retirement plan sponsors. This remote role leverages your ERISA expertise to consult with Advisors, Attorneys, CPAs, and other stakeholders.

You will manage existing leads, prospect new opportunities across a national territory, deliver compelling presentations, and tailor solutions for plans ranging from $0 to $100M+ in assets. Remote work flexibility is provided.