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
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
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
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
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
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
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
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
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
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
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
Concierge Application Services Specialist
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
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
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
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
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
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.
