CPS, Inc.
http://www.cps4jobs.com RETIREMENT SERVICES SALES CONSULTANT
Austin, TX, US Posted: 07/08/2025 | Industry: Employee Benefits & Retirement Services | Job Number: 7.8 | Pay Rate: $80,000 - $130,000+ | Remote Friendly: Yes | Experience: 2+ Years Job Description
Retirement Services Sales Consultant ($80K - $130K+) * REMOTE * Selling TPASERVICES in Western Region Company Overview:
A leading provider of Third-Party Administrator (TPA) services, specializing in retirement plans such as 401(k), 403(b), 457, Solo 401(k), MEPs, and Cash Balance plans. We serve clients ranging from emerging businesses to established enterprises, emphasizing technical excellence and ERISA expertise. We seek a driven, knowledgeable Remote Sales Consultant to join our Texas team. Your role will involve leveraging your ERISA knowledge to drive revenue through sales of our TPA services, focusing on expanding our client base within the Texas territory. The ideal candidate will understand retirement plan structures, compliance, and regulations, and be capable of consulting with Advisors, Attorneys, CPAs, and other stakeholders. Responsibilities
Prospect for new opportunities within the territory and collaborate with existing leads. Build and maintain relationships with Advisors, Attorneys, CPAs, and intermediaries. Conduct consultations to understand client needs and demonstrate our TPA services' value. Use ERISA expertise to provide guidance ensuring plan compliance and optimization. Explain complex retirement concepts clearly to technical and non-technical audiences. Work with internal teams to tailor solutions for clients with assets up to $100M. Prepare and deliver presentations, proposals, and quotes. Manage leads and sales activities using CRM tools. Report on sales performance and market trends regularly. Benefits
Health, dental, and retirement plans. Remote work with flexible scheduling. Growth opportunities within a respected organization. If you are results-driven, with strong ERISA knowledge and a passion for retirement planning, apply now. Job Requirements
Bachelor's degree in Business, Finance, Economics, or related field preferred. At least 2 years of sales experience in retirement services. Strong ERISA regulation and retirement plan knowledge. Excellent communication skills. Self-motivated, organized, and able to work remotely. Willing to travel up to 25% overnight in the territory. Proficiency with CRM and sales tools. Existing network in financial services is a plus. Meet Your Recruiter
Kristine Fornek Senior Executive Recruiter / Market Specialist
SPECIALTIES:
ERISA-related positions including Defined Contributions, Pensions, Non-Qualified, Actuarial, Sales, Compliance, Investments, and more. I enjoy building relationships with clients and candidates, helping them achieve their goals through strong partnerships. HOBBIES:
Golf, travel, cooking, stained glass, mosaics, pottery, oil painting, volunteering, church activities. (312) 637-2835 kfornek@cps4jobs.com Connect on Facebook Connect on X Connect on LinkedIn Apply Now:
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http://www.cps4jobs.com RETIREMENT SERVICES SALES CONSULTANT
Austin, TX, US Posted: 07/08/2025 | Industry: Employee Benefits & Retirement Services | Job Number: 7.8 | Pay Rate: $80,000 - $130,000+ | Remote Friendly: Yes | Experience: 2+ Years Job Description
Retirement Services Sales Consultant ($80K - $130K+) * REMOTE * Selling TPASERVICES in Western Region Company Overview:
A leading provider of Third-Party Administrator (TPA) services, specializing in retirement plans such as 401(k), 403(b), 457, Solo 401(k), MEPs, and Cash Balance plans. We serve clients ranging from emerging businesses to established enterprises, emphasizing technical excellence and ERISA expertise. We seek a driven, knowledgeable Remote Sales Consultant to join our Texas team. Your role will involve leveraging your ERISA knowledge to drive revenue through sales of our TPA services, focusing on expanding our client base within the Texas territory. The ideal candidate will understand retirement plan structures, compliance, and regulations, and be capable of consulting with Advisors, Attorneys, CPAs, and other stakeholders. Responsibilities
Prospect for new opportunities within the territory and collaborate with existing leads. Build and maintain relationships with Advisors, Attorneys, CPAs, and intermediaries. Conduct consultations to understand client needs and demonstrate our TPA services' value. Use ERISA expertise to provide guidance ensuring plan compliance and optimization. Explain complex retirement concepts clearly to technical and non-technical audiences. Work with internal teams to tailor solutions for clients with assets up to $100M. Prepare and deliver presentations, proposals, and quotes. Manage leads and sales activities using CRM tools. Report on sales performance and market trends regularly. Benefits
Health, dental, and retirement plans. Remote work with flexible scheduling. Growth opportunities within a respected organization. If you are results-driven, with strong ERISA knowledge and a passion for retirement planning, apply now. Job Requirements
Bachelor's degree in Business, Finance, Economics, or related field preferred. At least 2 years of sales experience in retirement services. Strong ERISA regulation and retirement plan knowledge. Excellent communication skills. Self-motivated, organized, and able to work remotely. Willing to travel up to 25% overnight in the territory. Proficiency with CRM and sales tools. Existing network in financial services is a plus. Meet Your Recruiter
Kristine Fornek Senior Executive Recruiter / Market Specialist
SPECIALTIES:
ERISA-related positions including Defined Contributions, Pensions, Non-Qualified, Actuarial, Sales, Compliance, Investments, and more. I enjoy building relationships with clients and candidates, helping them achieve their goals through strong partnerships. HOBBIES:
Golf, travel, cooking, stained glass, mosaics, pottery, oil painting, volunteering, church activities. (312) 637-2835 kfornek@cps4jobs.com Connect on Facebook Connect on X Connect on LinkedIn Apply Now:
Apply Online
| Continue with LinkedIn | Continue with Facebook | Continue with X | Apply Later Share This Job
Login to save this search and get notified of similar positions. Related Jobs
DCIO External Wholesaler - Indianapolis, IN Retirement Services Sales Consultant - Denver, CO 401(k) Plan Administrator ($60K - $85K) - Remote, USA, IL About Austin, TX
Discover career opportunities in Austin, Texas, a vibrant city known for its music, cuisine, outdoor activities, and cultural landmarks. A perfect blend of work and leisure awaits you here. Are you sure you want to apply for this job?
Please verify your information and resume are current before applying. Snooze this message for 30 days to resubmit later, or visit My Profile to update your details.
#J-18808-Ljbffr