CPS, Inc. · 1 day ago
RETIREMENT SERVICES SALES CONSULTANT
United States
Full-time
Remote
Mid Level
$80K/yr - $130K/yrCPS, Inc. is a leading provider of Third-Party Administrator (TPA) services specializing in retirement plans. They are seeking a driven and knowledgeable Remote Sales Consultant to leverage technical understanding of ERISA matters to drive revenue growth through sales of TPA services in the Texas territory.
Recruiting
Hiring Manager
Kristine Fornek
Responsibilities
Collaborate with existing leads and actively prospect for new opportunities within the defined territory
Develop and maintain strong relationships with Advisors, Attorneys, CPAs, and other intermediaries to drive sales growth
Conduct thorough consultations with potential clients to understand their retirement plan needs and demonstrate the value of our TPA services
Leverage your technical expertise in ERISA matters to provide consultative guidance and ensure client plans are compliant and optimized
Articulate complex retirement plan concepts in a clear and persuasive manner to both technical and non-technical audiences
Collaborate with the internal team to tailor solutions that meet the unique needs of clients within the target market of $0 - $100M+ in assets
Prepare and deliver compelling presentations, proposals, and quotes to potential clients
Utilize CRM tools to track and manage leads, opportunities, and sales activities
Provide regular reports and updates on sales performance, forecasts, and market trends
Qualification
Required
Strong technical understanding of ERISA matters
Solid understanding of retirement plan structures, compliance, and regulations
Ability to collaborate with existing leads and actively prospect for new opportunities
Experience in developing and maintaining relationships with Advisors, Attorneys, CPAs, and other intermediaries
Ability to conduct thorough consultations with potential clients
Skill in articulating complex retirement plan concepts clearly to both technical and non-technical audiences
Experience in preparing and delivering presentations, proposals, and quotes
Proficiency in utilizing CRM tools to track and manage leads, opportunities, and sales activities
Ability to provide regular reports and updates on sales performance, forecasts, and market trends
Benefits
Comprehensive benefits package, including health, dental, and retirement plans.
Remote work flexibility with the ability to create your schedule.
Opportunity for professional growth within a well-established and respected organization.
Company
CPS, Inc.
CPS, inc., a national full-service professional staffing firm providing permanent placement in the areas of accounting, finance, and more.
Founded in 1973
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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