TPA 401(k) Sales Consultant jobs in United States
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CPS, Inc. · 1 week ago

TPA 401(k) Sales Consultant

positionAtlanta, GA
timeFull-time
remoteOnsite
seniorityMid Level

CPS, Inc. is seeking a TPA 401(k) Sales Consultant who will be responsible for selling start-up and takeover plans through various financial advisors and professionals. The role involves developing relationships and providing expertise in plan design and compliance.

Recruiting
Hiring Manager
Steve Anderson
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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

Qualification

Plan set-up & complianceERISA knowledgeRelationship buildingCross-tested plansProfit-sharing plansCash balance plans

Required

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

Company

CPS, Inc.

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CPS, inc., a national full-service professional staffing firm providing permanent placement in the areas of accounting, finance, and more.
dateFounded in 1973
location
Westchester, Illinois, USA
people-size51-200 employees
web-link
http://www.cps4jobs.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Jim Clark
Partner
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Kristine (Major) O’Sullivan
Partner/Sr. Division Manager
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Recent News

GlobalFinTechSeries
CLPS Incorporation Develops Quantitative Trading System for Retail Investors, Expanding Investment Opportunities
2023-07-05
Company data provided by crunchbase