What are the responsibilities and job description for the TPA 401(k) Sales Consultant position at CPS, Inc.?
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.
- 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.