TPA 401(k) Sales Consultant

Cps4jobs; Concord (NH); On-site; Full time

Job summary

An established industry player is seeking a skilled professional to drive the sales of start-up and takeover plans. In this role, you will leverage your expertise in compliance and relationship building to connect with advisors, attorneys, and CPA’s. You will be responsible for enhancing existing relationships and developing new ones while providing valuable insights into plan design and compliance. This is a fantastic opportunity to join a dynamic team where your contributions will directly impact the growth and success of the organization. If you are passionate about building strong professional networks and have a deep understanding of compliance, this role is perfect for you.

Qualifications

• Proven history in developing relationships with advisors, attorneys, and CPA’s.
• Knowledge of ERISA and compliance related to plan set-up.

Responsibilities

• Sell start-up and takeover plans through advisors and attorneys.
• Enhance existing relationships and provide plan design expertise.

Skills

Relationship Building

Compliance Knowledge

Plan Design Expertise

Job description

Qualifications:

• Proven history in developing strong relationships with COI (advisors, attorneys, CPA’s).
• Knowledge of daily recordkeepers, plan set-up & compliance, and ERISA.
• Proficiency in explaining cross-tested, profit-sharing, cash balance plans, and the required compliance.

Responsibilities:

• Sell start-up and takeover plans through advisors, attorneys, and CPA’s.
• Identify and cross sell enhancements and additional services offered.
• Enhance existing and develop new relationships with advisors, attorneys, CPA’s.
• Provide expertise in plan design and compliance.