Retirement Plan Sales Consultant
Job Description
Retirement Plan Sales Consultant
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:
- 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
#LI-SA1
Meet Your Recruiter
Steve Anderson
Retirement Svcs Recruiter - Section Manager
Steve Anderson is a nationally recognized retirement services recruiter with over 20 years of experience. Steve started in 1996 and has facilitated partnerships with many of the industry leading providers for CPS Inc. He brings a candid communication style that delivers proven results and company leading levels of new & repeat business.
Steve has a simple business philosophy – make it easy for businesses to work with him while bringing value through his work ethic, industry knowledge, and contacts. His integrity, transparency, and commitment to finding the best hire has enabled him to be a leader within the retirement industry and CPS Inc. He is an advocate for qualified candidates at all levels of experience.
Steve recruits at all levels of experience within the qualified and nonqualified retirement plan industry. His expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation.
Follow Steve on social media to access the latest industry information.