Retirement Plan Sales Consultant

CBIZ; Atlanta (GA); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Competitive base salary + uncapped commission structure

Comprehensive benefits package

Professional development support

Job summary

A leading financial services firm in Atlanta is seeking a Retirement Plan Sales Consultant to drive business growth by selling retirement plan solutions. The ideal candidate will have 5+ years of experience in retirement plan sales, a strong industry network, and exceptional consultative selling skills. Responsibilities include consulting with clients on retirement plans, maintaining compliance, and achieving sales targets. A Bachelor's degree and FINRA Series 65 license are preferred. A competitive salary and commission structure is offered.

Qualifications

• 5+ years of experience in retirement plan sales or financial services.
• FINRA Series 65 license required or ability to obtain before start date.
• Strong knowledge of ERISA and fiduciary standards.

Responsibilities

• Drive new business growth by selling retirement plan solutions.
• Consult with organizations to assess their retirement plan needs.
• Negotiate and close new business opportunities adhering to compliance.

Skills

Consultative selling

Negotiation

Relationship building

Industry knowledge

Sales strategy

Education

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

Tools

CRM tools

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