Retirement Plan Specialist

3 weeks ago

Lancaster, United States CPS, Inc. Full time

We are recruiting for an established Registered Investment Advisory. We invite you to apply if you are interested in this opportunity. We also invite you to apply if you are interested in other Retirement Industry opportunities that CPS, Inc. is recruiting for. CPS, Inc. recruits for full time permanent (not contract) Retirement industry positions. Thank you for your interest. We hope to hear from you.



Are you passionate about ensuring client satisfaction? Do you excel in a collaborative environment where attention to detail and adaptability are valued? If so, we invite you to explore an exciting opportunity to join this company’s team as an Internal Business Development Consultant. This role offers the flexibility of working either in-office or through a hybrid model, providing you the chance to contribute your expertise from locations in Rockford, IL; St. Charles, IL; Lancaster, PA; or Atlanta, GA.



At this firm, team members are dedicated to shaping the future of retirement planning and making a positive impact in the lives of clients. As an Internal Business Development Consultant, you'll play a crucial role in supporting the Business Development Manager to cultivate and nurture a robust pipeline of Qualified Retirement Plan (QRP) opportunities. This position offers ample room for professional growth and development within a close-knit team environment.



Key Responsibilities:

  • Collaborate with internal and external stakeholders to drive the sales process for Qualified Retirement Plans.
  • Provide expert recommendations on plan design and ensure seamless transition of closed opportunities into the plan conversion phase.
  • Generate revenue, create referral opportunities, and build strong relationships with clients.



What You'll Need to Succeed:

  • 7-10 years of financial services sales experience, with a focus on developing QRP sales pipelines.
  • Bachelor’s Degree in Business Administration or a related field.
  • Industry designations/certifications such as CRPS preferred, Series 65 required.
  • General understanding of retirement plan design, ERISA, and qualified retirement plan regulations.
  • Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook; Salesforce experience a plus.
  • Strong critical thinking, problem-solving, and client-focused mindset.
  • Excellent communication skills and ability to articulate complex concepts clearly.
  • Proven ability to build and nurture relationships with stakeholders and clients.
  • Process-driven with a commitment to adhering to internal processes.



Why Choose Us?

  • Opportunities for future growth and advancement within our growing firm.
  • Comprehensive health, vision, dental, and 401K benefits for you and your family.
  • A culture rooted in excellence, integrity, lifelong learning, and servant leadership.
  • Emphasis on collaboration, innovation, and providing world-class service.



If you're ready to make a difference in the world of retirement planning and thrive in a supportive, values-driven environment, we encourage you to apply today.

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