Senior VP, Retirement Plan Sales & Distribution

CPS Inc.; California (MO); On-site; USD 180,000 - 320,000; Full time

Job summary

CPS Inc. is seeking a Senior VP, Retirement Plan Sales & Distribution to ignite advisor-driven retirement plan growth with deep 401(k)/ERISA expertise and a broad advisor network. You will win new plans and expand partnerships through a consultative, results-driven approach.

This high-visibility leadership role requires a production mindset, collaboration with sales support for demos and RFPs, and the ability to drive growth in a fast-moving, tech-forward retirement platform environment.

Qualifications

• 5–10 years of external retirement sales or wholesaling experience.
• Strong 401(k) / ERISA background and credibility with Advisors.
• Proven track record of sourcing and winning RFPs.
• A network you can activate on day one.
• Experience with recordkeepers, TPAs, asset managers, or carriers.

Responsibilities

• Drive Advisor sourced retirement plan opportunities
• Activate existing Advisor relationships immediately
• Generate RFPs and win new plans
• Sell solutions - not products - in a consultative, competitive environment
• Partner with internal sales support for demos, prospecting, and RFP execution
• Represent a modern, tech forward retirement platform in Advisor and sponsor meetings

Skills

Advisor relationships

RFP sourcing & bidding

401(k) / ERISA expertise

Sales leadership

Advisor networking

Job description

Senior VP, Retirement Plan Sales & Distribution

Hey, 401(k) Wholesalers! Are you looking for an exciting new opportunity that can take your career to the next level? A fast growing firm is searching for a Senior VP, Retirement Plan Sales & Distribution who can ignite Advisor driven distribution. This role is built for someone with retirement services wholesaling experience - someone with deep 401(k) / ERISA expertise, extensive Advisor relationships, and the hunger to win in a modern environment. This company has already scaled rapidly across the country, serving 401(k) plans with cutting edge proprietary technology and a fresh approach to retirement plan delivery. This firm is moving fast and they want someone who understands their vision and can match that pace.

• Drive Advisor sourced retirement plan opportunities
• Activate existing Advisor relationships immediately
• Generate RFPs and win new plans
• Sell solutions - not products - in a consultative, competitive environment
• Partner with internal sales support for demos, prospecting, and RFP execution
• Represent a modern, tech forward retirement platform in Advisor and sponsor meetings

• Competitive base salary + uncapped commissions

• 5-10 years of external retirement sales or wholesaling experience
• Strong 401(k) / ERISA background and credibility with Advisors
• A proven track record of sourcing and winning RFPs
• A network you can activate on day one
• Experience with recordkeepers, TPAs, asset managers, or carriers
• A production driven mindset and comfort with compensation tied to results
• Designations like QKA, QPA, CPC are a major plus

This is a high impact, high visibility role with massive upside! The company is modern, fast moving, and ready to scale even further with you driving the charge.

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