Remote Sales Consultant - TPA Services (ERISA Expertise)

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

Job summary

Join a forward-thinking company as a Remote Sales Consultant, where you will leverage your ERISA expertise to drive sales growth in the retirement services sector. This role offers the chance to work with a diverse range of clients, from emerging businesses to established enterprises, and to make a significant impact on their retirement planning strategies. With a comprehensive benefits package, remote work flexibility, and opportunities for professional growth, this position is perfect for a results-driven sales professional passionate about making meaningful connections in the industry. If you thrive in a dynamic environment and have a strong sales background, we want to hear from you!

Benefits

Comprehensive Benefits Package

Remote Work Flexibility

Professional Growth Opportunities

Qualifications

• 2+ years in sales within retirement services.
• Strong understanding of ERISA regulations.
• Proficiency in CRM tools and sales processes.

Responsibilities

• Collaborate with leads and prospect for new sales.
• Conduct consultations to understand client needs.
• Prepare and deliver presentations to potential clients.

Skills

Sales Experience

ERISA Knowledge

Communication Skills

CRM Proficiency

Relationship Building

Education

Bachelor's Degree in Business

Degree in Finance

Degree in 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 industry reputation, we maintain a robust portfolio of active lead sources and serve clients ranging from emerging businesses to established enterprises. Our commitment to technical excellence and ERISA expertise has made us 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 through sales of our TPA services. This role offers the opportunity to engage with active leads and focus on expanding our client base within the Texas territory. 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 actively prospect for new opportunities within the territory.
2. Develop and maintain strong relationships with Advisors, Attorneys, CPAs, and intermediaries to drive sales growth.
3. Conduct consultations to understand clients' retirement plan needs and demonstrate our TPA services' value.
4. Utilize your ERISA expertise to provide guidance, ensuring client plans are compliant and optimized.
5. Explain complex retirement plan concepts clearly to both 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 to potential clients.
8. Use CRM tools to track leads, opportunities, and sales activities.
9. Provide regular reports on sales performance, forecasts, and market trends.

Benefits and Work Environment:

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

If you are a results-driven sales professional with strong ERISA knowledge and a passion for retirement planning 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 effective in a remote setting.
• Willing to travel up to 25% within the territory.
• Proficiency with CRM software and sales tools.
• Existing network in the financial services or retirement planning space 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 candidates at all levels, from Plan Administrators and Compliance Specialists to VP and C-Level executives, as well as Investment professionals, Analysts, and Financial Advisors.

Personal Note: I enjoy building relationships with clients and candidates, helping organizations find the right talent and individuals advance their careers. Making meaningful connections is my passion!

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

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