Remote Retirement Plan Consultant | Plan Sponsors & Education

CPS, Inc.; Worcester (MA); Remote; USD 75,000 - 95,000; Full time

Benefits offered by this job

Remote work option

Incentive opportunities

Professional development

Job summary

CPS, Inc. is seeking a Retirement Plan Consultant to advise plan sponsors and participants on investments, design, and compliance. This hybrid sales and service role emphasizes business development while supporting education and enrollment.

You will partner with sponsors, prepare design studies and analyses, and participate in client meetings. The position offers remote or Massachusetts HQ options with incentive opportunities and ongoing professional development.

Qualifications

• Active Series 65 license, or Series 7 and 66.
• 2+ years in retirement plan industry.
• Knowledge of ERISA and fiduciary concepts.
• Experience with participant-facing work.
• Excellent verbal and written communication.
• Strong organization and ability to manage multiple priorities.
• Comfort with the sales process and CRM.
• Bachelor's degree preferred or equivalent experience.

Responsibilities

• Advise Plan Sponsors: prospecting, proposals, presentations, and follow-up.
• Prepare plan design studies, fee analyses, and investment materials.
• Join prospect, client, and distribution partner meetings.
• Explain plan features, fiduciary responsibilities, and compliance obligations.
• Identify opportunities to expand existing client relationships.
• Participate in directly sourced plan sales as licensed.
• Support Participants: enrollment and education meetings; answer questions.
• Manage Relationships: contact for inquiries; prepare reports; coordinate with recordkeepers; keep CRM current.

Skills

Communication skills

Sales orientation

Independent worker

CRM experience

Education

Bachelor's degree or equivalent experience

Tools

CRM systems

Microsoft Office

Job description

CPS, Inc. is seeking a Retirement Plan Consultant to advise plan sponsors and participants on investments, design, and compliance. This hybrid sales and service role emphasizes business development while supporting education and enrollment.

You will partner with sponsors, prepare design studies and analyses, and participate in client meetings. The position offers remote or Massachusetts HQ options with incentive opportunities and ongoing professional development.