Remote ERISA Retirement Services Consultant

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

Benefits offered by this job

Comprehensive benefits package

Remote work flexibility

Opportunity for professional growth

Job summary

CPS Inc. is seeking a Remote Retirement Services Sales Consultant to drive sales through a deep understanding of ERISA regulations and retirement plans. This role involves collaborating with Advisors, Attorneys, and CPAs to expand our client base and ensure compliance in retirement planning.

The ideal candidate will have a strong technical grasp of retirement plan structures and the ability to articulate complex concepts clearly. Comprehensive benefits are offered, along with the flexibility of remote work.

Qualifications

• Strong technical grasp of ERISA matters and retirement plan structures.
• Experience in sales with a focus on retirement plans.

Responsibilities

• Collaborate with leads and prospect for new opportunities.
• Develop relationships with Advisors, Attorneys, and CPAs.
• Conduct consultations to understand retirement plan needs.
• Provide consultative guidance for compliance and optimization.
• Deliver presentations and manage sales activities.

Skills

Sales skills

Knowledge of ERISA

Consultative guidance

Relationship management

Tools

CRM tools

Job description

CPS Inc. is seeking a Remote Retirement Services Sales Consultant to drive sales through a deep understanding of ERISA regulations and retirement plans. This role involves collaborating with Advisors, Attorneys, and CPAs to expand our client base and ensure compliance in retirement planning.

The ideal candidate will have a strong technical grasp of retirement plan structures and the ability to articulate complex concepts clearly. Comprehensive benefits are offered, along with the flexibility of remote work.