TPA 401(k) Sales Consultant

CPS, Inc.; Minneapolis (MN); Sur place; USD 90 000 - 120 000; Plein temps

Résumé du poste

CPS, Inc. seeks an experienced plan design specialist to expand relationships with COIs such as advisors, attorneys, and CPAs. You will leverage knowledge of ERISA-compliant plan designs to drive new business and cross-sell services.

In this role, you will sell startup and takeover plans through trusted advisors, identify opportunities for enhancements, and strengthen existing relationships while delivering expert guidance on compliance and plan design.

Qualifications

• Proven ability to develop relationships with COIs such as advisors, attorneys, and CPAs.
• Knowledge of ERISA compliance and defined contribution plan design.
• Experience selling retirement plans to corporate and individual clients.

Responsabilités

• Sell startup and takeover retirement plans through advisory networks.
• Identify cross-sell opportunities and additional services.
• Develop and strengthen relationships with advisors, attorneys, and CPAs.
• Provide plan design and compliance expertise to clients.

Connaissances

Relationship building

COI management

ERISA knowledge

Description du poste

• 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.

Key Experience

• 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.