Retirement Plan Business Development Leader

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

Job summary

CPS, Inc. in Boston, MA is seeking an experienced Retirement Plan Business Development professional to build COI networks and generate startup and takeover opportunities with retirement plan sponsors.

You will cultivate relationships with ERISA attorneys, CPAs, and employee benefits professionals, explain plan design and fiduciary services, and work toward cross-sell opportunities while maintaining a strong pipeline.

Base pay is $100k–$125k plus commissions.

Qualifications

• 5+ years of retirement plan sales experience.
• Proven success developing COI relationships and generating new business.
• Strong communication and relationship-building skills.

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.
• Explain and position cross-tested, profit-sharing, and cash balance plans.
• Work with daily recordkeepers and understand plan setup and administration.

Skills

COI relationships

Business development

Retirement plan sales

Relationship building

Communication

Education

Series 65

Job description

CPS, Inc. in Boston, MA is seeking an experienced Retirement Plan Business Development professional to build COI networks and generate startup and takeover opportunities with retirement plan sponsors.

You will cultivate relationships with ERISA attorneys, CPAs, and employee benefits professionals, explain plan design and fiduciary services, and work toward cross-sell opportunities while maintaining a strong pipeline.

Base pay is $100k–$125k plus commissions.