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.

High School Diploma or GED equivalent
Some relevant industry experience
Must obtain required licenses/credentials
Superior command of verbal, written, presentation, and negotiation skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
Must be able to travel based on client and business needs
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
Bachelor's degree in Finance, Business, or related field preferred

Competitive base salary + uncapped commission structure
Comprehensive benefits package (health, dental, vision, 401(k), etc.)
Professional development support and industry training
Opportunity for career growth within a top 10 public accounting and financial services firm

Retirement Plan Sales Consultant

Key skills