Remote ERISA-Savvy Retirement Services Consultant

CPS Inc.; Raleigh (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 Retirement Services Sales Consultant to join our remote team. This role focuses on selling Third-Party Administrator services for retirement plans, leveraging technical expertise in ERISA matters to drive revenue growth.

The ideal candidate will develop relationships with Advisors, Attorneys, and CPAs, providing consultative guidance and ensuring compliance. Comprehensive benefits are offered along with remote work flexibility and opportunities for professional growth.

Qualifications

• Strong understanding of retirement plan structures, compliance, and regulations.
• Ability to articulate complex retirement plan concepts clearly.
• Proven track record in sales and client consultation.

Responsibilities

• Collaborate with leads and prospect for new opportunities.
• Maintain relationships with Advisors, Attorneys, CPAs.
• Conduct consultations to understand client needs.
• Provide technical guidance to ensure compliance.
• Deliver presentations and proposals to clients.
• Utilize CRM tools to manage leads.
• Report on sales performance and market trends.

Skills

Technical understanding of ERISA matters

Sales growth capabilities

Consultative guidance skills

Relationship building

Tools

CRM tools

Job description

CPS Inc. is seeking a Retirement Services Sales Consultant to join our remote team. This role focuses on selling Third-Party Administrator services for retirement plans, leveraging technical expertise in ERISA matters to drive revenue growth.

The ideal candidate will develop relationships with Advisors, Attorneys, and CPAs, providing consultative guidance and ensuring compliance. Comprehensive benefits are offered along with remote work flexibility and opportunities for professional growth.