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Partnering with CPS Advantage

CPS Advantage is built on the idea that 1 + 1 = 3, 7, or more: by aligning the professional ambitions of our associates and affiliates with our clients’ priorities, we unlock creative energy that increases results for all, exponentially!

An association with CPS Advantage comes in many forms, is always remote, and stretches coast to coast.  We have part time and full time employees.  Students work with us internship style to gain real world professional experience; some of them have evolved into company leaders.  Others collaborate with us as independent contractors, or as affiliated entities, which can be separately or jointly owned.  What’s your preferred professional arrangement?

If you are curious, enjoy encouraging others reach their maximum potential, have an entrepreneurial mindset with the discipline to develop and complete tasks without close supervision, we should talk.  We are confident that, with the right individual, we can amplify their abilities to execute what they are good at, and leverage their unique knowledge and skills for the benefit of our Financial Advisor clients, and everyone associated with CPS Advantage.

1 + 1 = 3, 7, or more.  What’s your number?

The opportunities outlined below highlight key features of common roles.  What’s your American Dream?  Maybe we can enhance it together?  Talk to any of us.  Let’s start a conversation and and play with some ideas as to how we can leverage each others strengths & goals for mutual benefit.

Social Media Strategist

Identify and recruit Financial Advisors; expand their vision of how they can grow their business via an association with CPS Advantage Identify and recruit Financial Advisors; expand their vision of how they can grow their business via an association with CPS Advantage
Message interested Financial Advisors regularly, educating them about the benefits they and their clients will experience via collaboration with us Message interested Financial Advisors regularly, educating them about the benefits they and their clients will experience via collaboration with us
Learn about our Financial Advisors' target market, then develop & manage social media campaigns on their behalf, delivering prequalified leads Learn about our Financial Advisors' target market, then develop & manage social media campaigns on their behalf, delivering prequalified leads
Ideal candidates must be personable, with a degree (or equivalent experience) in social media marketing, HubSpot, Google analytics, SEO Ideal candidates must be personable, with a degree (or equivalent experience) in social media marketing, HubSpot, Google analytics, SEO

Marketing & Sales Representative

Recruit Financial Advisors by explaining how they and their clients will benefit through an association with CPS Advantage Recruit Financial Advisors by explaining how they and their clients will benefit through an association with CPS Advantage
Expand the knowledge of our Financial Advisors so they can add more clients & increase their income based on fresh ideas you deliver sequentially Expand the knowledge of our Financial Advisors so they can add more clients & increase their income based on fresh ideas you deliver sequentially
Teach Financial Advisors how they can easily deploy our Client Acquisition System to arrange for several new ideal prospects in their inbox, daily Teach Financial Advisors how they can easily deploy our Client Acquisition System to arrange for several new ideal prospects in their inbox, daily
Ideal candidates are Financial Representatives with at least 1 - 2 years experience & basic product knowledge in life, DI, LTC insurance, and annuities Ideal candidates are Financial Representatives with at least 1 - 2 years experience & basic product knowledge in life, DI, LTC insurance, and annuities

Case Design & Illustration Specialist

Utilize insurance company software to identify our industry's top solution(s) based on individual, business, or tax planning goals Utilize insurance company software to identify our industry's top solution(s) based on individual, business, or tax planning goals
Provide Financial Advisors with Excel based summaries that compare & contrast our industry's best solutions  Provide Financial Advisors with Excel based summaries that compare & contrast our industry's best solutions 
Prioritize accuracy over speed; it is absolutely essential that our output for our customers is always accurate Prioritize accuracy over speed; it is absolutely essential that our output for our customers is always accurate
Ideal candidates have experience in running insurance company software and are comfortable with basic Excel functions Ideal candidates have experience in running insurance company software and are comfortable with basic Excel functions

Regional Associate General Agent / Brokerage Director

Recruit & manage local and regional Financial Advisors, Producer Groups, Agency Systems, RIAs, P&C Agencies, and Credit Unions Recruit & manage local and regional Financial Advisors, Producer Groups, Agency Systems, RIAs, P&C Agencies, and Credit Unions
Provide local advanced point-of-sale support to Advisors in your territory; collaborate with our Experts to increase average revenue per case  Provide local advanced point-of-sale support to Advisors in your territory; collaborate with our Experts to increase average revenue per case 
Educate distribution partners about new products and sales strategies to drive organic growth in advanced planning markets Educate distribution partners about new products and sales strategies to drive organic growth in advanced planning markets
Ideal candidates are Agency Leaders, District Agents, Field Directors, Brokerage Directors, Regional Managers with 5+ years' experience Ideal candidates are Agency Leaders, District Agents, Field Directors, Brokerage Directors, Regional Managers with 5+ years' experience

Expert

Insurance-focused specialist in a narrowly focused planning area, often with experienced staff, who execute with exceptional competence Insurance-focused specialist in a narrowly focused planning area, often with experienced staff, who execute with exceptional competence
Experts have developed a unique strategy, knowledge, or product that enables them to deliver extraordinary outcomes, consistently Experts have developed a unique strategy, knowledge, or product that enables them to deliver extraordinary outcomes, consistently
Driven creative professionals who constantly strive to be on top of their game; they have the need to be No. 1 in their area of expertise Driven creative professionals who constantly strive to be on top of their game; they have the need to be No. 1 in their area of expertise
Enjoy collaborating with Financial Advisors whose priorities have shifted to focusing on their clients' investments (AUM focused Advisors) Enjoy collaborating with Financial Advisors whose priorities have shifted to focusing on their clients' investments (AUM focused Advisors)
Our Experts are well-known industry leaders who deliver rare value our Financial Advisors cannot find anywhere else  Our Experts are well-known industry leaders who deliver rare value our Financial Advisors cannot find anywhere else 

Concierge Application Services Specialist

Guides insurance applicants through application completion, arranges for a successful personal history interview and insurance medical, if required Guides insurance applicants through application completion, arranges for a successful personal history interview and insurance medical, if required
Submits applications to insurers in good order, follows up to accelerate underwriting approval, negotiates exceptions, confirms accuracy of policies Submits applications to insurers in good order, follows up to accelerate underwriting approval, negotiates exceptions, confirms accuracy of policies
Updates Financial Advisors on the progress of their clients' applications, using the communication method and frequency they prefer Updates Financial Advisors on the progress of their clients' applications, using the communication method and frequency they prefer
Upon successful underwriting, arranges for expeditious policy delivery and commission payments to our Financial Advisors Upon successful underwriting, arranges for expeditious policy delivery and commission payments to our Financial Advisors
Ideal candidates are Associate Financial Reps with several years experience working with Financial Advisors Ideal candidates are Associate Financial Reps with several years experience working with Financial Advisors

Corporate Concierge

Researches promotional opportunities for clients and affiliates; organizes social events, new client welcome kits, performance acknowledgements Researches promotional opportunities for clients and affiliates; organizes social events, new client welcome kits, performance acknowledgements
Selects, orders, receives, then redistributes corporate welcome gift, birthday, anniversary, get well, recognition packages with most personalized touch Selects, orders, receives, then redistributes corporate welcome gift, birthday, anniversary, get well, recognition packages with most personalized touch
Assists clients, affiliates, associates and vendors with professionally executed travel arrangements to conferences, books hotels, golf, social outings Assists clients, affiliates, associates and vendors with professionally executed travel arrangements to conferences, books hotels, golf, social outings
Collaborates with management team develop, manage, organize, and track promotional campaigns & follow-up; tracks budgets, receipts, invoices Collaborates with management team develop, manage, organize, and track promotional campaigns & follow-up; tracks budgets, receipts, invoices
Ideal candidates are friendly, outgoing, confident marketing professionals with emotional intelligence to make participants feel special & valued Ideal candidates are friendly, outgoing, confident marketing professionals with emotional intelligence to make participants feel special & valued

We are always interested in partnering with insurance professionals who enjoy working with Financial Advisors.  All of us are focused on making their insurance sales easy and to deliver ideas and resources help them grow their insurance business.  If you enjoy doing that, let’s schedule a Zoom to exchange ideas.

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CA Corp. Insurance License: 0E02059

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 Mailing & Overnight Address

CPS Advantage
6444 E. Spring Street #287
Long Beach, CA 90815

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