Retirement Plan Producer - PlanWell

CBIZ; Boca Raton (FL); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Competitive base salary + uncapped com

Comprehensive benefits: health, dental

401(k) and other benefits

Professional development and training

Career growth within CBIZ

Job summary

CBIZ, Inc. in Boca Raton seeks a Retirement Plan Sales Consultant to drive new business by selling group retirement solutions to businesses, nonprofits, and institutions. You will identify prospects, present tailored fiduciary-compliant plans, and close opportunities.

The role requires a track record in retirement plan sales, ERISA knowledge, FINRA Series 65 licensing, and the ability to build relationships with sponsors, HR, CFOs, and institutional clients.

Qualifications

• FINRA Series 65 license required (or Series 7/66 or ability to obtain 65 before start)
• 5+ years of retirement plan sales/financial services experience
• Strong knowledge of ERISA, fiduciary standards, and regulatory compliance
• Existing network in business and institutional markets preferred
• Excellent presentation, negotiation, and relationship-building skills
• Willingness to travel as needed

Responsibilities

• Achieve and exceed sales targets by acquiring new retirement plan clients
• Identify prospects through networking, referrals, and outreach to business owners, HR, CFOs, and plan sponsors
• Consult with organizations to assess retirement plan needs and present tailored fiduciary-aligned solutions
• Negotiate and close opportunities while ensuring compliance
• Maintain pipeline and track performance using CRM tools
• Educate clients on 401(k), 403(b), DB plans, and other retirement options
• Collaborate with internal teams to support sales and client experience
• Stay informed on industry trends and regulatory changes
• Participate in industry events and CBIZ marketing initiatives
• Maintain required industry licensing and fiduciary responsibilities

Skills

Series 65

Retirement plan sales

ERISA knowledge

Networking

Negotiation

Presentation

Travel readiness

CRM usage

Education

Bachelor's degree in Finance or Business

Tools

CRM software

Job description

Job Description

We are seeking a dynamic and results-driven Retirement Plan Sales Consultant to join our team. This role is responsible for driving new business growth by selling group retirement plan solutions, including 401(k), 403(b), Defined Benefit (DB) plans, endowments, foundations, and non-qualified plans to businesses, non-profits, and institutions.

The ideal candidate will have a proven track record in retirement plan sales, strong industry relationships, and expertise in consultative selling to plan sponsors, fiduciaries, and institutional clients.

Essential Functions And Primary Duties

• 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.

Preferred Qualifications

• 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.

Compensation & 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.

Minimum Qualifications

• 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

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth.

CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

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