Retirement Plan Sales consultant – TPA Services, up to 80k+ commission

CPS, Inc.; Indianapolis (IN); Remote; USD 80,000 - 100,000; Full time

Job summary

CPS4jobs is seeking an experienced Retirement Plan Sales Consultant to join our growing TPA services team. This remote role targets the United States market, offering a base salary of $80,000 with commission on new business.

You will develop new business, build relationships with financial advisors and business owners, and guide clients on plan design, administration, and compliance, while contributing to company growth.

Qualifications

• 3+ years of experience in 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.

Responsibilities

• 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.

Skills

Retirement plan knowledge

Relationship building

Sales & business development

Presentation skills

Education

Retirement industry designations (QKA/QPA/CPC/CEBS)

Job description

Retirement Plan Sales Consultant | TPA Services | $80K Base + Commission Location: Remote Compensation: $80,000-$100,000 base salary + commission on new business

We are seeking an experienced Retirement Plan Sales Consultant to join a growing Third-Party Administrator (TPA). This role is ideal for a retirement industry professional who understands qualified retirement plans and enjoys building relationships, developing new business, and helping organizations design effective retirement solutions.

As a key member of the team, you will work with financial advisors, business owners, and professional partners to educate prospects on TPA services and deliver customized retirement plan solutions. This is an opportunity to leverage your retirement expertise while being rewarded for driving growth and building lasting client relationships.

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 base salary + commission
• 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

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