Retirement Plan Sales Consultant
Cps4jobs
Leading retirement plan provider that is looking to add an experienced Retirement Plan Business Development professional to its team.
This is a true new-business development role focused on developing relationships with Centers of Influence (COIs) such as:
Centers of Influence (COIs)
ERISA attorneys
CPAs and accounting firms
Employee benefits professionals
TPAs
The goal is to build those relationships into introductions and opportunities with retirement plan sponsors.
The firm provides a broad range of retirement plan services, including consulting, fiduciary guidance, 3(21) and 3(38) investment services, plan design, investment reviews, fee benchmarking and ERISA-related consulting.
What you'll do:
Develop and strengthen relationships with advisors, attorneys, and CPAs
Generate startup and takeover business through COI relationships
Identify opportunities to cross-sell additional services and plan enhancements
Serve as a resource on plan design, compliance, and ERISA
Explain and position cross-tested, profit-sharing, and cash balance plans
Work with daily recordkeepers and understand plan setup and administration
Track record for developing and maintaining COI relationships
Creating new plan sponsor opportunities
Prospecting and initiating conversations rather than relying solely on inbound leads
Understanding the retirement plan marketplace and the issues facing plan sponsors
Clearly communicating the value of fiduciary and consulting services
Base Pay is 100 - 125k plus commissions
What you'll need:
5+ years of retirement plan sales experience
Proven success developing COI relationships and generating new business
Series 65 preferred
Strong communication, relationship-building, and business development skills
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Vacancy posted 1 day ago
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