Retirement Plan Sales consultant – TPA Services, up to 100k+ commission

Cps4jobs; Illinois; Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Comprehensive benefits package

Remote work flexibility

Career growth opportunities

Job summary

Cps4jobs is seeking a Retirement Plan Sales Consultant to grow our TPA retirement plan services from a remote location in the United States. This role focuses on building relationships with financial advisors, CPAs, brokers, and business owners while guiding clients through plan design, administration, and compliance.

You will manage the full sales cycle—from initial opportunity to implementation— and collaborate with internal teams to ensure seamless transitions for new clients.

Qualifications

• 3+ years in retirement plan industry (TPA environment).
• Strong knowledge of 401(k), profit-sharing, cash balance plans.
• Experience in retirement plan sales, business development, relationship management.
• Able to explain complex retirement concepts clearly.
• Excellent networking and presentation skills.
• Preferred: QKA, QPA, CPC, CEBS or similar designations.

Responsibilities

• Develop and cultivate new business opportunities for TPA retirement plan services.
• Build relationships with financial advisors, CPAs, brokers, and business owners.
• Consult on retirement plan design, administration, and compliance.
• Conduct presentations to educate prospects on TPA value.
• Manage sales process from opportunity to implementation.
• Coordinate with internal teams for smooth client transitions.
• Maintain industry relationships and grow through referrals.

Skills

Retirement plan sales

TPA experience

Client development

Relationship building

Job description

Retirement Plan Sales Consultant | TPA Services | $80K-$100K Base + Commission

Location: Remote

Compensation: $80,000-$100,000 base salary + commission on new business

What You'll Do

Develop and cultivate new business opportunities for TPA retirement plan services. Build relationships with financial advisors, CPAs, brokers, and business owners. Consult with prospective clients on retirement plan design, administration, and compliance solutions. Conduct presentations and meetings to educate prospects on the value of TPA services. Manage the sales process from initial opportunity through implementation. Partner with internal administration teams to ensure a smooth transition for new clients. Maintain strong industry relationships and identify opportunities for growth through networking and referrals.

What You'll Bring

• 3+ years of experience in the retirement plan industry, within a TPA environment.
• Strong understanding of 401(k), profit-sharing, cash balance, and other qualified retirement plans.
• Experience in retirement plan sales, business development, relationship management, or client consulting.
• Ability to communicate complex retirement concepts in a clear and consultative manner.
• Strong networking, presentation, and relationship-building skills.
• Retirement industry designations such as QKA, QPA, CPC, CEBS, or similar are preferred.

Why Join Us?

• Competitive $80K-$100K base salary
• Additional commission opportunity on new business
• Opportunity to make a direct impact on company growth
• Work with an experienced retirement plan team
• Comprehensive benefits package
• Career growth opportunities within a growing TPA organization #LI-KO2