TPA 401(k) Sales Consultant
Portland, OR US
Job Description
TPA 401(k) Sales Consultant
Hybrid-Remote in these Locations: Southern California, Arizona, Pacific Northwest, Denver, Ohio
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.
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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.