Retirement Plan Sales Consultant

CPS, Inc.; New York (NY); On-site; USD 100,000 - 125,000; Full time

Job summary

CPS, Inc. in New York seeks an experienced Retirement Plan Business Development professional to build COI relationships and generate new plan sponsor opportunities.

This role emphasizes cultivating Centers of Influence such as ERISA attorneys, CPAs, employee benefits professionals, and TPAs to drive startup and takeover business, with a focus on cross-selling services. You’ll provide fiduciary and consulting services guidance, discuss plan designs, and work with recordkeepers to position

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

Skills

Relationship-building

Business development

Sales

COI networking

Communication

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:

Centers of Influence (COIs)

• 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