Remote Sales Consultant - TPA Services (ERISA Expertise)

CPS Inc; Kansas City (MO); Remote; USD 80,000 - 130,000; Full time

Job summary

An established industry player is seeking a driven Remote Sales Consultant to enhance its presence in the Texas market. This role offers a unique opportunity to leverage your ERISA expertise and sales skills to consult with Advisors, Attorneys, and CPAs, ensuring compliance and optimizing retirement plans for clients. You will work remotely, manage your own schedule, and have access to comprehensive benefits, including health and retirement plans. Join a team committed to excellence in the retirement planning space and make a meaningful impact in the lives of clients while advancing your career in a supportive environment.

Benefits

Comprehensive benefits package

Flexible scheduling

Opportunities for professional growth

Qualifications

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

Responsibilities

• Collaborate with leads and prospect for new opportunities.
• Conduct consultations to understand client needs.

Skills

Sales Experience

ERISA Knowledge

Communication Skills

CRM Proficiency

Client Relationship Management

Education

Bachelor's Degree in Business, Finance, or Economics

Tools

CRM Software

Job description

($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. With an established reputation in the industry, we have a robust portfolio of active lead sources and a diverse 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.

Position: Remote Sales Consultant (Texas)

We are seeking a driven and knowledgeable Sales Consultant to join our team remotely, focusing on the Texas territory. This role involves leveraging your technical understanding of ERISA matters to drive revenue through sales of our TPA services. You will have the opportunity to work with active lead sources and expand our client base in Texas. The ideal candidate will have a solid understanding of retirement plan structures, compliance, and regulations, enabling effective consultation with Advisors, Attorneys, CPAs, and other stakeholders.

Responsibilities:

1. Collaborate with existing leads and prospect for new opportunities within the territory.
2. Develop and maintain relationships with Advisors, Attorneys, CPAs, and intermediaries to grow sales.
3. Conduct consultations to understand client needs and demonstrate the value of our TPA services.
4. Use your ERISA expertise to provide guidance ensuring client plan compliance and optimization.
5. Explain complex retirement plan concepts clearly to technical and non-technical audiences.
6. Work with internal teams to tailor solutions for clients with assets up to $100M.
7. Prepare and deliver presentations, proposals, and quotes.
8. Utilize CRM tools to manage leads and sales activities.
9. Provide regular sales performance reports and market insights.

Benefits:

• Comprehensive benefits package including health, dental, and retirement plans.
• Remote work with flexible scheduling.
• Opportunities for professional growth within a reputable organization.

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

Job Requirements

Qualifications:

• Bachelor's degree in Business, Finance, Economics, or 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 communication skills, both written and verbal.
• Self-motivated, organized, and capable of remote work.
• Willingness to travel up to 25% within the territory.
• Proficiency with 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, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive roles, etc. We place candidates at all levels, from Plan Administrators to C-Level Executives, including Investment professionals, Analysts, Portfolio Managers, and Brokers.

Why I do this: I enjoy building relationships with clients and candidates, helping them achieve their goals, and fostering strong partnerships—it's truly rewarding!

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

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