Remote Retirement Plan Sales Consultant

CPS, Inc.; Indianapolis (IN); Remote; USD 80,000 - 100,000; Full time

Job summary

CPS4jobs is seeking an experienced Retirement Plan Sales Consultant to join our growing TPA services team. This remote role targets the United States market, offering a base salary of $80,000 with commission on new business.

You will develop new business, build relationships with financial advisors and business owners, and guide clients on plan design, administration, and compliance, while contributing to company growth.

Qualifications

• 3+ years of experience in retirement plan industry within a TPA environment.
• Strong understanding of 401(k), profit-sharing, cash balance, and other qualified retirement plans.
• Experience in retirement plan sales, business development, relationship management, or client consulting.

Responsibilities

• Develop and cultivate new business opportunities for TPA retirement plan services.
• Build relationships with financial advisors, CPAs, brokers, and business owners.
• Consult with prospective clients on retirement plan design, administration, and compliance solutions.
• Conduct presentations and meetings to educate prospects on the value of TPA services.
• Manage the sales process from initial opportunity through implementation.
• Partner with internal administration teams to ensure a smooth transition for new clients.
• Maintain strong industry relationships and identify opportunities for growth through networking and referrals.

Skills

Retirement plan knowledge

Relationship building

Sales & business development

Presentation skills

Education

Retirement industry designations (QKA/QPA/CPC/CEBS)

Job description

CPS4jobs is seeking an experienced Retirement Plan Sales Consultant to join our growing TPA services team. This remote role targets the United States market, offering a base salary of $80,000 with commission on new business.

You will develop new business, build relationships with financial advisors and business owners, and guide clients on plan design, administration, and compliance, while contributing to company growth.