FINRA Series 65 license required (or Series 7 and 66 with ability to obtain 65 before start date)
5+ years of experience in retirement plan sales or financial services
Strong knowledge of ERISA and fiduciary standards
Existing network within business and institutional markets preferred
Excellent presentation and negotiation skills
Self-motivated with independent work capability
Bachelor's degree in Finance, Business, or related field preferred
Responsibilities
Achieve and exceed assigned sales targets through proactive client acquisition
Identify and engage prospective clients via networking and direct outreach
Consult with organizations to assess retirement plan needs and present tailored solutions
Negotiate and close new business opportunities while ensuring compliance
Maintain an active sales pipeline and track performance metrics using CRM tools
Educate clients on various retirement solutions and ensure regulatory compliance
Collaborate with internal teams to support sales efforts and enhance client experience
Stay informed about industry trends and regulatory changes
Participate in industry events and marketing initiatives to boost brand visibility
Benefits
Comprehensive benefits package including health, dental, and vision
Professional development support and industry training
Opportunity for career growth within a top 10 public accounting and financial services firm
Dynamic work environment with a focus on building strong financial futures for clients
Full Job Description
Job Description
#LI-CM #LI-Hybrid
Responsibilities
We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses, non-profits, and institutions.
The ideal candidate will have a proven track record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional clients.
Essential Functions and Primary Duties
Achieve and exceed assigned sales targets through a proactive strategy to acquire new retirement plan clients.
Proactively identify and engage prospective clients through networking, referrals, and direct outreach to business owners, HR professionals, CFOs, and plan sponsors.
Consult with organizations to assess their retirement plan needs and present tailored solutions that align with their fiduciary obligations and business objectives.
Negotiate and close new business opportunities while adhering to compliance requirements and fiduciary standards.
Maintain an active pipeline and track sales performance metrics using CRM tools to drive consistent new business growth.
Educate and advise clients on 401(k), 403(b), DB plans, non-qualified plans, and other retirement solutions, ensuring compliance with industry regulations.
Collaborate with internal teams, including investment advisors, compliance specialists, and plan administrators, to support sales efforts and deliver a seamless client experience.
Stay informed about industry trends, regulatory changes, and competitive products to provide clients with up-to-date guidance.
Actively participate in industry events, networking opportunities, and CBIZ marketing initiatives to increase brand visibility and attract new clients.
Maintain all required industry licensing, including FINRA Series 65 licensing, and adhere to all applicable fiduciary and compliance responsibilities.
Preferred Qualifications
FINRA Series 65 license required (or the Series 7 and 66 or ability to obtain the 65 before start date).
5+ years of experience in retirement plan sales, financial services, or a related field.
Strong knowledge of ERISA, fiduciary standards, and regulatory compliance in the retirement industry.
Existing network of contacts within the business and institutional markets preferred.
Excellent presentation, negotiation, and relationship-building skills.
Self-motivated with the ability to work independently and meet sales goals.
Bachelor's degree in Finance, Business, or related field preferred.
Compensation & Benefits
Competitive base salary + uncapped commission structure
