TPA 401(k) Sales Consultant
CPS, Inc.
TPA 401(k) Sales Consultant
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.
CPS, Inc.Vacancy posted 3 days ago
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