CPS, Inc. · 2 weeks ago
Retirement Sales Representative
Indianapolis, IN
Full-time
Hybrid
Mid Level
$100K/yr - $100K/yr
3+ years expCPS, Inc. is seeking a motivated and experienced Retirement Sales Representative to drive new business development and client growth. This role involves promoting TPA services to financial advisors and managing a pipeline of prospective clients, while ensuring client satisfaction and staying updated on industry trends.
Recruiting
Hiring Manager
Kayla Omiecinski
Responsibilities
Develop and manage a pipeline of prospective clients throughout Indiana
Promote and sell TPA services to financial advisors, plan sponsors, and other stakeholders
Build and maintain strong relationships with industry partners and referral sources
Conduct presentations and meetings (virtual and in-person) to educate clients on service offerings
Collaborate with internal teams to ensure seamless onboarding and ongoing client satisfaction
Stay current on industry trends, regulatory changes, and competitor offerings
Qualification
Required
3+ years of sales experience in the retirement, financial services, or benefits industry
Familiarity with 401(k), 403(b), and other qualified retirement plans
Strong understanding of TPA services and their value proposition
Excellent communication, presentation, and relationship-building skills
Self-motivated, organized, and goal-oriented
Ability to travel within Indiana for client meetings and events (as needed)
Benefits
Uncapped, performance-based commission structure
Hybrid work environment
Health, dental, vision, and retirement benefits
Professional development opportunities
Company
CPS, Inc.
CPS, inc., a national full-service professional staffing firm providing permanent placement in the areas of accounting, finance, and more.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Clark
Partner
Kristine (Major) O’Sullivan
Partner/Sr. Division Manager
Recent News
GlobalFinTechSeries
2023-07-05
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