Retirement Plan Sales Consultant

CPS Inc.; New York (NY); In loco; USD 100.000 - 125.000; Tempo pieno

Descrizione del lavoro

CPS Inc. is seeking an experienced Retirement Plan Sales Consultant in New York to lead true new-business development by cultivating relationships with COIs such as ERISA attorneys, CPAs, and accounting firms.

You will drive opportunities with retirement plan sponsors and cross-sell services like fiduciary guidance and 3(21)/3(38) investments. In this role, you’ll explain and position plan designs, ERISA compliance, and related services while collaborating with recordkeepers.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

COI relationships

Business development

Relationship-building

Sales

Formazione

Series 65

Descrizione del lavoro

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

#LI-SA1