What are the responsibilities and job description for the Retirement Plan Sales Consultant position at CPS, Inc.?
Fully Remote Opportunity - Retirement Plan Sales Consultant - Pacific Northwest Territory
This position will sell recordkeeping, third-party administration, and defined benefit services. Cross-sell employee benefit products offered by our Partner Firms as well in the Pacific Northwest territory. The role pays a base salary commission, base salary likely in the $60k-$80k range.
Responsibilities:
This position will sell recordkeeping, third-party administration, and defined benefit services. Cross-sell employee benefit products offered by our Partner Firms as well in the Pacific Northwest territory. The role pays a base salary commission, base salary likely in the $60k-$80k range.
Responsibilities:
- Achieves sales goals and objectives.
- Adds new clients through in person meetings and group presentations with distribution partners, financial intermediaries, and plan sponsors.
- Drafts and executes business development and sales plans.
- Prepares and communicates activity and pipeline reports.
- Assists in the development of new distribution partners.
- Ensures effective control of sales metrics and budgets.
- Monitors, evaluates, and communicates sales trends.
- Monitors and communicates competitor information, including marketing activities, trends, products, services, and pricing.
- Manages contacts, pipelines, and customer experience.
- Provides feedback and constructive solutions on sales and marketing strategies.
- Establishes successful track record of selling retirement and employee benefit programs.
- Other duties as assigned.
Salary : $60,000 - $80,000