Remote ERISA-Savvy Retirement Plans Sales Consultant

CPS Inc; Charlotte (NC); Remote; USD 60,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits package including health, dental, and retirement plans

Remote work flexibility

Job summary

A leading provider of TPA services is seeking a Remote Sales Consultant to drive revenue growth through sales of retirement plans. The successful candidate will leverage their understanding of ERISA regulations to consult with Advisors, Attorneys, and CPAs, while managing leads within a defined territory. The role offers flexibility in scheduling, a strong benefits package, and opportunities for professional growth within a well-established organization. Ideal for motivated individuals skilled in sales and retirement planning.

Qualifications

• 2+ years of sales experience within the retirement services industry.
• Self-motivated, organized, and able to work effectively in a remote environment.
• Existing network within the financial services or retirement planning space is a plus.

Responsibilities

• Collaborate with existing leads and actively prospect for new opportunities.
• Develop and maintain relationships with Advisors, Attorneys, CPAs, etc.
• Conduct consultations to understand retirement plan needs.
• Leverage technical expertise in ERISA matters for consultative guidance.
• Articulate complex retirement plan concepts clearly.
• Collaborate to tailor solutions for clients with $0 - $100M+ in assets.
• Prepare and deliver proposals to potential clients.
• Utilize CRM tools to track leads and sales activities.
• Provide reports on sales performance and market trends.

Skills

Technical knowledge of ERISA regulations

Sales experience

Interpersonal and communication skills

Self-motivated and organized

Education

Bachelor's degree in Business, Finance, Economics, or related field

Tools

CRM software

Job description

A leading provider of TPA services is seeking a Remote Sales Consultant to drive revenue growth through sales of retirement plans. The successful candidate will leverage their understanding of ERISA regulations to consult with Advisors, Attorneys, and CPAs, while managing leads within a defined territory. The role offers flexibility in scheduling, a strong benefits package, and opportunities for professional growth within a well-established organization. Ideal for motivated individuals skilled in sales and retirement planning.