REMOTE SALES CONSULTANT - TPA SERVICES (ERISA EXPERTISE)

CPS Inc; Dallas (TX); Remote; USD 80,000 - 130,000; Full time

Job summary

An established industry player is seeking a driven Remote Sales Consultant with expertise in ERISA matters to join their team in Texas. This role offers the chance to leverage your technical knowledge and existing leads to expand the client base in the retirement planning sector. You will engage with Advisors, Attorneys, and CPAs to provide consultative guidance and ensure compliance with retirement plan structures. With remote work flexibility, this position promises professional growth within a respected organization that values technical excellence and client satisfaction. If you're passionate about driving retirement solutions, this opportunity is for you.

Benefits

Comprehensive benefits package

Remote work flexibility

Professional growth opportunities

Qualifications

• 2+ years of sales experience in retirement services with strong ERISA knowledge.
• Excellent communication and interpersonal skills required.

Responsibilities

• Prospect for new opportunities and maintain relationships with Advisors and CPAs.
• Conduct consultations to understand client needs and drive sales growth.

Skills

Sales Experience

Technical Knowledge of ERISA

Interpersonal Skills

Communication Skills

Self-Motivated

Education

Bachelor's Degree in Business, Finance, or Economics

Tools

CRM Software

Job description

CPS, Inc. http://www.cps4jobs.com USD 80000 130000 YEAR true

REMOTE SALES CONSULTANT - TPA SERVICES (ERISA EXPERTISE)

Dallas, TX US

Posted: 04/01/2025

Industry: Employee Benefits & Retirement Services

Job Number: 4.1 2 KEF

Pay Rate: $80,000 - $130,000+

Remote Friendly: Remote

Experience: 2+ Years

Job Description

Company Overview: A leading provider of Third-Party Administrator (TPA) services, specializing in retirement plans such as 401(k), 403(b), 457, Solo401(k), MEPs, and Cash Balance plans. With an established reputation in the industry, we have a robust portfolio of active lead sources and a client base ranging from emerging businesses to established enterprises. Our commitment to technical excellence and ERISA expertise has positioned us as a trusted partner in the retirement planning space.

Seeking a driven and knowledgeable Remote Sales Consultant to join our team in Texas. As a key member of our sales force, you will leverage your technical understanding of ERISA matters to drive revenue growth through sales of our TPA services. This role offers the unique opportunity to step into many active lead sources, focusing on expanding our client base in the Texas territory. The ideal candidate will possess a solid understanding of retirement plan structures, compliance, and regulations, enabling effective consultation with Advisors, Attorneys, CPAs, and other relevant stakeholders.

Responsibilities:

• Collaborate with existing leads and actively prospect for new opportunities within the defined territory.
• Develop and maintain strong relationships with Advisors, Attorneys, CPAs, and other intermediaries to drive sales growth.
• Conduct thorough consultations with potential clients to understand their retirement plan needs and demonstrate the value of our TPA services.
• Leverage your technical expertise in ERISA matters to provide consultative guidance and ensure client plans are compliant and optimized.
• Articulate complex retirement plan concepts in a clear and persuasive manner to both technical and non-technical audiences.
• Collaborate with the internal team to tailor solutions that meet the unique needs of clients within the target market of $0 - $100M in assets.
• Prepare and deliver compelling presentations, proposals, and quotes to potential clients.
• Utilize CRM tools to track and manage leads, opportunities, and sales activities.
• Provide regular reports and updates on sales performance, forecasts, and market trends.

Benefits:

• Comprehensive benefits package, including health, dental, and retirement plans.
• Remote work flexibility with the ability to create your schedule.
• Opportunity for professional growth within a well-established and respected organization.

If you are a results-driven sales professional with a strong technical grasp of ERISA matters and a passion for driving retirement planning solutions, apply now.

Job Requirements

Qualifications:

• Bachelor's degree in Business, Finance, Economics, or related field preferred.
• Minimum of 2+ years of sales experience within the retirement services industry.
• Strong technical knowledge of ERISA regulations and retirement plan structures.
• Excellent interpersonal and communication skills, both written and verbal.
• Self-motivated, organized, and able to work effectively in a remote environment.
• Willingness to travel up to 25% overnight within the defined territory.
• Proficiency in using CRM software and other sales-related tools.
• Existing network within the financial services or retirement planning space is a plus.

Apply Now:

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