CPS Inc
Fully Remote Opportunity - Retirement Plan Sales Consultant - Pacific Northwest Territory
This position involves selling recordkeeping, third-party administration, and defined benefit services. The role includes cross-selling employee benefit products offered by our Partner Firms within the Pacific Northwest territory. Compensation consists of a base salary + commission, with the base likely in the $60k-$80k range.
Responsibilities:
Achieve sales goals and objectives.
Secure new clients through in-person meetings and group presentations with distribution partners, financial intermediaries, and plan sponsors.
Develop and implement business development and sales plans.
Prepare and communicate activity and pipeline reports.
Assist in developing new distribution partnerships.
Maintain effective control of sales metrics and budgets.
Monitor, evaluate, and report on sales trends.
Gather and communicate competitor information, including marketing activities, trends, products, services, and pricing.
Manage contacts, pipelines, and customer experience.
Provide feedback and solutions on sales and marketing strategies.
Establish a successful track record in selling retirement and employee benefit programs.
Perform other duties as assigned.
About the Recruiter:
Arbella is a professional recruiting matchmaker specializing in the retirement industry. She expertly matches retirement professionals with ideal career opportunities, ensuring a seamless and rewarding journey in this evolving field. Schedule a first-step interview today!
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Job Requirements
Desired Skills and Experience: 10+ years of related business development experience, including selling qualified retirement plans through multiple channels. Advanced problem-solving and analytical skills. Strong written and verbal communication skills. Proficiency in Microsoft Office. Bachelor’s degree in Business Administration preferred. NASD Series 65 or 66/63 required or within 60 days of employment. Master’s Degree in Business Administration preferred. Ability to articulate interest (or lack thereof) in the opportunity. Confident in asking questions, listening, and understanding factors influencing career decisions. For every 3 candidates interviewed through me, 1 gets hired. Let me help you find your next opportunity in the retirement industry. My Background: Born and raised in Chicago, I am a dedicated Blackhawks fan and come from a large family where Sunday dinners feature rice and kabobs. Candidate Feedback: "I worked with Arbella for 2 months during my job transition, and it was a fantastic experience. She makes you feel like her only client, guides you through the interview process, coordinates interview times, and provides prompt follow-up. Highly recommended for anyone seeking opportunities in retirement services." See more recommendations on LinkedIn. Save this search and get notified of similar positions. Related Jobs:
Sr Retirement Plan / 401k Advisory Sales Consultant - Atlanta, GA TPA 401(k) Sales Consultant - Concord, NH 401k Plan Administrator - Colorado Springs, CO Join us in Seattle, Washington! This vibrant city offers a mix of career opportunities and outdoor adventures, iconic landmarks like the Space Needle and Pike Place Market, world-class art galleries, a thriving theater scene, and a renowned dining scene. Explore your next career move in this dynamic region!
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Desired Skills and Experience: 10+ years of related business development experience, including selling qualified retirement plans through multiple channels. Advanced problem-solving and analytical skills. Strong written and verbal communication skills. Proficiency in Microsoft Office. Bachelor’s degree in Business Administration preferred. NASD Series 65 or 66/63 required or within 60 days of employment. Master’s Degree in Business Administration preferred. Ability to articulate interest (or lack thereof) in the opportunity. Confident in asking questions, listening, and understanding factors influencing career decisions. For every 3 candidates interviewed through me, 1 gets hired. Let me help you find your next opportunity in the retirement industry. My Background: Born and raised in Chicago, I am a dedicated Blackhawks fan and come from a large family where Sunday dinners feature rice and kabobs. Candidate Feedback: "I worked with Arbella for 2 months during my job transition, and it was a fantastic experience. She makes you feel like her only client, guides you through the interview process, coordinates interview times, and provides prompt follow-up. Highly recommended for anyone seeking opportunities in retirement services." See more recommendations on LinkedIn. Save this search and get notified of similar positions. Related Jobs:
Sr Retirement Plan / 401k Advisory Sales Consultant - Atlanta, GA TPA 401(k) Sales Consultant - Concord, NH 401k Plan Administrator - Colorado Springs, CO Join us in Seattle, Washington! This vibrant city offers a mix of career opportunities and outdoor adventures, iconic landmarks like the Space Needle and Pike Place Market, world-class art galleries, a thriving theater scene, and a renowned dining scene. Explore your next career move in this dynamic region!
#J-18808-Ljbffr