Talent.com
TPA 401(k) Sales Consultant
TPA 401(k) Sales ConsultantCPS Inc • Concord, NH, US
TPA 401(k) Sales Consultant

TPA 401(k) Sales Consultant

CPS Inc • Concord, NH, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Qualifications :

  • 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.

Responsibilities :

  • 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.

    • J-18808-Ljbffr

    serp_jobs.job_alerts.create_a_job

    Sales Consultant • Concord, NH, US