REMOTE SALES CONSULTANT - TPA SERVICES (ERISA EXPERTISE)

CPS Inc; Denver (CO); Remote; USD 80,000 - 130,000; Full time

Job summary

Join a dynamic team as a Remote Sales Consultant specializing in ERISA and retirement services. This role offers the chance to leverage your sales expertise and technical knowledge to drive growth in a well-respected organization. You'll engage with a diverse client base, providing consultative guidance to ensure compliance and optimization of retirement plans. With a flexible remote work environment and opportunities for professional growth, this position is perfect for results-driven individuals passionate about making a difference in retirement planning.

Benefits

Comprehensive benefits package

Remote work flexibility

Opportunities for professional growth

Qualifications

• 2+ years of sales experience in retirement services.
• Strong understanding of ERISA regulations and retirement plans.

Responsibilities

• Develop relationships with Advisors, Attorneys, and CPAs.
• Conduct consultations to understand retirement plan needs.
• Prepare and deliver presentations and proposals.

Skills

ERISA Regulations

Sales Experience

Interpersonal Skills

CRM Software Proficiency

Communication Skills

Education

Bachelor's degree in Business

Bachelor's degree in Finance

Bachelor's degree in Economics

Tools

CRM Software

Sales Tools

Job description

REMOTE SALES CONSULTANT - TPA SERVICES (ERISA EXPERTISE)

($80K - $130K+)

Company Overview: A leading provider of Third-Party Administrator (TPA) services, specializing in retirement plans such as 401(k), 403(b), 457, Solo 401(k), MEPs, and Cash Balance plans. We have an established reputation in the industry, 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 retirement planning.

We are 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 opportunity to engage with many active lead sources, focusing on expanding our client base in Texas. The ideal candidate will possess a solid understanding of retirement plan structures, compliance, and regulations, enabling effective consultation with Advisors, Attorneys, CPAs, and other 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 clearly and persuasively to both technical and non-technical audiences.
• Collaborate with the internal team to tailor solutions that meet the needs of clients within the 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 schedule autonomy.
• Opportunities for professional growth within a well-established organization.

If you are a results-driven sales professional with strong ERISA knowledge and a passion for retirement solutions, apply now.

Job Requirements

Qualifications:

• Bachelor's degree in Business, Finance, Economics, or a related field (preferred).
• At least 2+ years of sales experience in 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 capable of working effectively remotely.
• Willingness to travel up to 25% within the territory.
• Proficiency in CRM software and sales tools.
• Existing network in financial services or retirement planning is a plus.

SPECIALTIES: All ERISA-related roles including Defined Contributions, Defined Benefits/Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive roles, etc. We place professionals from Plan Administrators and Compliance Specialists to C-Level Executives, Investment Analysts, Portfolio Managers, Financial Advisors, and Brokers.

WHY I LOVE THIS BUSINESS: Building relationships with clients and candidates is my passion. I enjoy fostering partnerships that help clients with hiring needs and assisting candidates in advancing their careers. Connecting people with opportunities is truly rewarding.

HOBBIES: Golf, travel, cooking, stained glass art, mosaics, pottery, oil painting, volunteering, church activities.