CBIZ

Retirement Plan Sales Consultant

CBIZ

full-time

Posted on:

Location Type: Hybrid

Location: Tampa • Florida • 🇺🇸 United States

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Job 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.
  • 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.
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
  • Join our team and help businesses and institutions build strong financial futures for their employees.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
retirement plan sales401(k)403(b)DB plansnon-qualified planssales performance metricsCRM toolsregulatory compliancefiduciary standardsfinancial services
Soft skills
verbal communicationwritten communicationpresentation skillsnegotiation skillsrelationship-buildingself-motivatedindependent workclient educationconsultative sellingnetworking
Certifications
FINRA Series 65 licenseFINRA Series 7FINRA Series 66