Retirement Plan Sales Consultant
CBIZ
full-time
Posted on:
Location Type: Hybrid
Location: Indianapolis • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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.
Requirements
- 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
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales targetsretirement plan solutionsnegotiationsales performance metrics401(k)403(b)DB plansnon-qualified planscompliance requirementsfiduciary standards
Soft skills
communicationpresentation skillsnegotiation skillsclient engagementnetworkingcollaborationproactive strategyadvisory skillsorganizational skillsverbal skills
Certifications
High School DiplomaGEDFINRA Series 65