TPA 401(k) Sales Consultant
Job Description
TPA 401(k) Sales Consultant
A growing retirement services firm is looking for a retirement plan sales professional who knows how to build strong relationships with advisors, attorneys, and CPAs (COIs) and can turn those relationships into new business.
This is an opportunity to combine relationship-driven sales with real technical expertise in plan design and compliance.
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
What they’re looking for:
Someone who can open doors, build trust, and bring technical credibility to the conversation—not simply sell a product.
What you’ll need:
• 5+ years of retirement plan/TPA sales experience
• Proven success developing COI relationships and generating new business
• Strong knowledge of ERISA, plan design, and compliance
• Ability to confidently discuss complex plan designs with clients and professionals
• Strong communication, relationship-building, and business development skills
If you have a strong COI network and retirement plan expertise, this could be a great opportunity to take your sales career to the next level.
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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.