Retirement Plan Sales Consultant

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

Retirement Plan Sales Consultant

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

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