TPA 401(k) Sales Consultant
CPS, Inc.
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. #J-18808-Ljbffr CPS, Inc.
Vacancy posted 4 days ago
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