Senior TPA Sales Consultant

Cnect

Senior TPA Sales Consultant responsible for retirement plan design strategies at Cetera. Building relationships with financial advisors and delivering exceptional service.

Posted 5/28/2026full-timeRemote • Colorado, Kansas, Louisiana, New Mexico, New York, North Dakota, Oklahoma, South Dakota, Texas, Wyoming • 🇺🇸 United StatesSenior💰 $100,000 per yearWebsite

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Develop and execute a disciplined sales strategy within your territory to build and retain advisor relationships by providing consultative retirement plan design sales support.
Retirement Plan Design Preparation and Consulting: Defined Contribution and Defined Benefit plan design consulting, proposal and feasibility study generation and presentation.
Responsible for meeting or exceeding annual revenue goals.
Be the external face of CRPS in your territory to nurture partnerships with financial advisors.
Ability to establish and maintain a steady sales pipeline in your assigned territory.
An in-depth, comprehensive understanding of the retirement plan space with relationships and plan design knowledge in the assigned territory
Team player mentality and ability to interface with other departments to drive our common goals
Polished sales skills for presenting to financial advisors and clients
Represent the team at national meetings or conferences, including public speaking, running panel discussions or other opportunities.
Proactive Sales Campaigns: Document activity around outbound calls, scheduled meetings, virtual study groups, group webinars, etc. to promote retirement plan business growth and awareness of resources.
Fiduciary Programs: Manage the promotion of the 3(16) Fiduciary Plan Administrative services. Promote use in advisor discussions and consult with advisors on benefits for plan sponsors.
Assist advisors with issue resolution
Travel to conferences and advisor locations for site visits (up to 50%)

Requirements

What you’ll need

Proven experience in TPA sales with 10+ years of experience selling to financial advisors
Exceptional knowledge of retirement plan design: Cash Balance, DC, DB plans
Excellent communication, presentation, and negotiation skills
Ability to work independently and as part of a collaborative team
Results driven with a track record of meeting and exceeding sales targets
Experience: 3-5 years with a focus in the retirement plan industry (401k, etc.)
Education Preferred: Bachelor's Degree (Degree in Business, Economics, Marketing or Communications)
Designations or qualifications preferred QKS, QKA or equivalent designation or willingness to attain within 18 months
Software/System Skills: Microsoft Office (required), Salesforce.com (preferred)
Ideal candidate would have experience in an advisor facing role within a TPA
Excellent verbal and written communication skills are required.

Benefits

Comp & perks

Competitive incentive compensation package

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

retirement plan designdefined contribution plansdefined benefit planscash balance planssales strategysales pipeline managementissue resolutionpublic speakingnegotiation skillspresentation skills

Soft Skills

team player mentalitycommunication skillscollaborative skillsresults drivenindependent workrelationship buildingconsultative sellingproactive approachorganizational skillsinterpersonal skills

Certifications

QKSQKA