Retirement Plan Sales Consultant

CBIZ

Retirement Plan Sales Consultant responsible for selling group retirement plan solutions and driving new business growth. Collaborating with internal teams and maintaining compliance and fiduciary standards.

Posted 6/29/2026full-timePhoenix • Arizona • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in achieving sales targets through proactive client acquisition strategies and tailored retirement plan solutions. Maintains compliance with fiduciary standards and industry regulations while effectively communicating with clients and internal teams.

Highest-signal resume keywords

Sales Target AchievementRetirement Plan ConsultingFINRA Series 65 LicensingClient Relationship ManagementNegotiation Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

401(k) Plans403(b) PlansDefined Benefit PlansNon-Qualified PlansSales Performance MetricsCompliance RequirementsFiduciary Standards

Soft Skills

Verbal CommunicationWritten CommunicationPresentation SkillsNegotiation Skills

Tools & Technologies

CRM Tools

Certifications & Qualifications

High School DiplomaGED EquivalentFINRA Series 65

Industry Keywords

Retirement PlansFiduciary ObligationsIndustry RegulationsNetworkingClient Acquisition

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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