Retirement Plan Business Developer (COI Focus)

CPS Inc.; Boston (MA); On-site; USD 100,000 - 125,000; Full time

Job summary

CPS Inc. in Boston is seeking an experienced Retirement Plan Business Development professional to drive new business by developing COI relationships with ERISA attorneys, CPAs, and employee-benefits firms.

You’ll identify opportunities to cross-sell plan services, explain plan design and ERISA topics, and collaborate with recordkeepers on setup and administration. Base pay is 100–125k plus commissions. This is a true new-business role focused on sponsor outreach and growing market share.

Qualifications

• 5+ years of retirement plan sales experience.
• Proven success developing COI relationships and generating new business.
• Series 65 preferred.

Responsibilities

• Develop and strengthen relationships with advisors, attorneys, and CPAs.
• Generate startup and takeover business through COI relationships.
• Identify opportunities to cross-sell additional services and plan enhancements.
• Serve as a resource on plan design, compliance, and ERISA.
• Explain and position cross-tested, profit-sharing, and cash balance plans.

Skills

Relationship building

Business development

Communication skills

COI networking

Education

Series 65

Job description

CPS Inc. in Boston is seeking an experienced Retirement Plan Business Development professional to drive new business by developing COI relationships with ERISA attorneys, CPAs, and employee-benefits firms.

You’ll identify opportunities to cross-sell plan services, explain plan design and ERISA topics, and collaborate with recordkeepers on setup and administration. Base pay is 100–125k plus commissions. This is a true new-business role focused on sponsor outreach and growing market share.