Hybrid Retirement Plan Sales Consultant

CBIZ; Houston (TX); Vor Ort; USD 90.000 - 150.000; Vollzeit

Benefits dieser Stelle

Competitive base salary + uncapped com

Comprehensive benefits package (health

Professional development support and行业

Career growth within a top 10 public (

Zusammenfassung

CBIZ is seeking a dynamic Retirement Plan Sales Consultant to drive new business growth by selling group retirement plan solutions to businesses and institutions in the Houston area. You will leverage your FINRA Series 65 license (or equivalent) and 5+ years of retirement plan sales experience to build a robust pipeline and close opportunities.

Responsibilities include consultative needs assessments, presenting tailored fiduciary-compliant solutions, and collaborating with internal teams to

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Presentation skills

Negotiation

Relationship building

Networking

Ausbildung

Bachelor's degree in Finance, Business, or related field

Jobbeschreibung

CBIZ is seeking a dynamic Retirement Plan Sales Consultant to drive new business growth by selling group retirement plan solutions to businesses and institutions in the Houston area. You will leverage your FINRA Series 65 license (or equivalent) and 5+ years of retirement plan sales experience to build a robust pipeline and close opportunities.

Responsibilities include consultative needs assessments, presenting tailored fiduciary-compliant solutions, and collaborating with internal teams to