Retirement Plan Sales Consultant

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

Leading retirement plan provider that is looking to add an experienced Retirement Plan Business Development professional to its team.

This is a true new-business development role focused on developing relationships with Centers of Influence (COIs) such as:

• ERISA attorneys
• CPAs and accounting firms
• Employee benefits professionals
• TPAs

The goal is to build those relationships into introductions and opportunities with retirement plan sponsors.

The firm provides a broad range of retirement plan services, including consulting, fiduciary guidance, 3(21) and 3(38) investment services, plan design, investment reviews, fee benchmarking and ERISA-related consulting.

What you’ll do:

• 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
• Work with daily recordkeepers and understand plan setup and administration

Track record for developing and maintaining COI relationships

Creating new plan sponsor opportunities

Prospecting and initiating conversations rather than relying solely on inbound leads

Understanding the retirement plan marketplace and the issues facing plan sponsors

Clearly communicating the value of fiduciary and consulting services

Base Pay is 100 - 125k plus commissions

What you’ll need:

• 5+ years of retirement plan sales experience
• Proven success developing COI relationships and generating new business
• Series 65 preferred
• Strong communication, relationship-building, and business development skills